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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 | $1,250,779 | $172,111+626.7% | $150,298+732.2% | $137,256+811.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 6.76% | 69.37%-62.6pp | 62.79%-56.0pp | 220.34%-213.6pp |
| Employer contribution / active EE | $40,001 | $4,636+762.8% | $4,154+862.9% | $4,156+862.5% |
| Participant deferral / active EE | $25,375 | $6,166+311.6% | $5,453+365.4% | $6,407+296.1% |
| Admin fee / account holder | $2,184 | $16,471-86.7% | $14,116-84.5% | $12,270-82.2% |