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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,111,304 | $209,336+430.9% | $197,124+463.8% | $137,256+709.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.35% | 48.09%-36.7pp | 44.34%-33.0pp | 220.34%-209.0pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $31,000 | $9,614+222.4% | $9,135+239.4% | $6,407+383.9% |
| Admin fee / account holder | $32,932 | $17,308+90.3% | $16,298+102.1% | $12,270+168.4% |