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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 | $830,450 | $70,366+1080.2% | $66,674+1145.5% | $138,895+497.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 10.37% | 386.41%-376.0pp | 321.24%-310.9pp | 145.39%-135.0pp |
| Employer contribution / active EE | $1,000 | $2,765-63.8% | $2,620-61.8% | $4,194-76.2% |
| Participant deferral / active EE | $11,967 | $4,374+173.6% | $4,084+193.0% | $6,396+87.1% |
| Admin fee / account holder | $9,324 | $5,262+77.2% | $5,098+82.9% | $12,562-25.8% |