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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 | $1,442,643 | $154,228+835.4% | $145,433+892.0% | $137,256+951.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.26% | 74.59%-62.3pp | 66.58%-54.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $10,785 | $4,804+124.5% | $4,554+136.8% | $4,156+159.5% |
| Participant deferral / active EE | $7,750 | $8,216-5.7% | $7,897-1.9% | $6,407+21.0% |
| Admin fee / account holder | $65,413 | $14,344+356.0% | $13,129+398.2% | $12,270+433.1% |