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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 | $185,312+575.0% | $161,489+674.5% | $154,746+708.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 6.76% | 103.84%-97.1pp | 89.72%-83.0pp | 172.34%-165.6pp |
| Employer contribution / active EE | $40,001 | $4,769+738.8% | $4,268+837.2% | $4,379+813.5% |
| Participant deferral / active EE | $25,375 | $6,350+299.6% | $5,630+350.7% | $6,730+277.0% |
| Admin fee / account holder | $2,184 | $18,654-88.3% | $16,006-86.4% | $14,365-84.8% |