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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 | $1,069,853 | $199,109+437.3% | $173,730+515.8% | $154,746+591.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | -0.44% | 20.02%-20.5pp | 19.96%-20.4pp | 172.34%-172.8pp |
| Employer contribution / active EE | $1,510 | $5,311-71.6% | $4,577-67.0% | $4,379-65.5% |
| Participant deferral / active EE | $3,404 | $7,113-52.1% | $6,326-46.2% | $6,730-49.4% |
| Admin fee / account holder | $157,846 | $20,916+654.7% | $17,523+800.8% | $14,365+998.8% |