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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 | $1,379,202 | $107,666+1181.0% | $102,184+1249.7% | $154,746+791.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 5.91% | 29.33%-23.4pp | 31.58%-25.7pp | 172.34%-166.4pp |
| Employer contribution / active EE | $25,050 | $3,846+551.3% | $3,594+597.1% | $4,379+472.0% |
| Participant deferral / active EE | $30,000 | $8,719+244.1% | $8,309+261.1% | $6,730+345.7% |
| Admin fee / account holder | $3,294 | $12,943-74.6% | $11,609-71.6% | $14,365-77.1% |