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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 | $1,053,073 | $154,228+582.8% | $145,433+624.1% | $137,256+667.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.31% | 74.59%-64.3pp | 66.58%-56.3pp | 220.34%-210.0pp |
| Employer contribution / active EE | $2,412 | $4,804-49.8% | $4,554-47.0% | $4,156-42.0% |
| Participant deferral / active EE | $3,932 | $8,216-52.1% | $7,897-50.2% | $6,407-38.6% |
| Admin fee / account holder | $2,078 | $14,344-85.5% | $13,129-84.2% | $12,270-83.1% |