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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 | $1,561,907 | $202,440+671.5% | $169,390+822.1% | $139,466+1019.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 6.91% | 532.36%-525.5pp | 406.07%-399.2pp | 373.66%-366.8pp |
| Employer contribution / active EE | $10,250 | $4,693+118.4% | $4,013+155.4% | $4,754+115.6% |
| Participant deferral / active EE | $20,750 | $6,940+199.0% | $6,222+233.5% | $6,712+209.2% |
| Admin fee / account holder | $7,471 | $10,722-30.3% | $9,015-17.1% | $11,409-34.5% |