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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 | $129,737+753.1% | $119,126+829.0% | $154,746+615.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 6.80% | 379.08%-372.3pp | 282.11%-275.3pp | 172.34%-165.5pp |
| Employer contribution / active EE | $34,513 | $4,375+688.9% | $4,034+755.6% | $4,379+688.1% |
| Participant deferral / active EE | $21,141 | $5,842+261.9% | $5,318+297.5% | $6,730+214.1% |
| Admin fee / account holder | $4,673 | $11,961-60.9% | $10,693-56.3% | $14,365-67.5% |