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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 | $1,006,071 | $185,312+442.9% | $161,489+523.0% | $154,746+550.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 5.56% | 103.84%-98.3pp | 89.72%-84.2pp | 172.34%-166.8pp |
| Employer contribution / active EE | $56,900 | $4,769+1093.1% | $4,268+1233.1% | $4,379+1199.4% |
| Participant deferral / active EE | $24,000 | $6,350+278.0% | $5,630+326.3% | $6,730+256.6% |
| Admin fee / account holder | $666,939 | $18,654+3475.2% | $16,006+4066.9% | $14,365+4542.7% |