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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 | $1,017,000 | $217,432+367.7% | $185,851+447.2% | $167,553+507.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.84% | 148.43%-142.6pp | 122.11%-116.3pp | 478.89%-473.0pp |
| Employer contribution / active EE | $4,841 | $5,874-17.6% | $5,168-6.3% | $4,8400% |
| Participant deferral / active EE | $13,676 | $6,357+115.1% | $5,569+145.6% | $6,343+115.6% |
| Admin fee / account holder | $4,945 | $19,820-75.1% | $16,245-69.6% | $12,316-59.9% |