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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 | $213,785+400.4% | $185,441+476.9% | $155,188+589.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | -0.44% | 19.97%-20.4pp | 20.16%-20.6pp | 148.84%-149.3pp |
| Employer contribution / active EE | $1,510 | $5,393-72.0% | $4,672-67.7% | $4,248-64.5% |
| Participant deferral / active EE | $3,404 | $6,864-50.4% | $6,152-44.7% | $6,531-47.9% |
| Admin fee / account holder | $157,846 | $21,134+646.9% | $17,890+782.3% | $14,480+990.1% |