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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 | $1,034,663 | $114,119+806.6% | $107,187+865.3% | $138,895+644.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 8.51% | 273.21%-264.7pp | 204.55%-196.0pp | 145.39%-136.9pp |
| Employer contribution / active EE | $4,635 | $4,059+14.2% | $3,782+22.6% | $4,194+10.5% |
| Participant deferral / active EE | $19,333 | $5,538+249.1% | $5,096+279.4% | $6,396+202.3% |
| Admin fee / account holder | $11,578 | $10,024+15.5% | $9,162+26.4% | $12,562-7.8% |