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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 | $1,391,660 | $202,460+587.4% | $169,385+721.6% | $139,456+897.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 5.00% | 532.07%-527.1pp | 405.82%-400.8pp | 373.45%-368.5pp |
| Employer contribution / active EE | $25,000 | $4,691+432.9% | $4,012+523.2% | $4,753+426.0% |
| Participant deferral / active EE | $30,000 | $6,938+332.4% | $6,221+382.3% | $6,711+347.0% |
| Admin fee / account holder | $52,712 | $10,719+391.8% | $9,011+485.0% | $11,407+362.1% |