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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 | $1,106,739 | $111,535+892.3% | $105,223+951.8% | $137,256+706.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 6.80% | 237.85%-231.1pp | 180.65%-173.8pp | 220.34%-213.5pp |
| Employer contribution / active EE | $34,513 | $3,939+776.1% | $3,689+835.7% | $4,156+730.4% |
| Participant deferral / active EE | $21,141 | $5,500+284.4% | $5,072+316.8% | $6,407+230.0% |
| Admin fee / account holder | $4,673 | $9,721-51.9% | $8,859-47.3% | $12,270-61.9% |