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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 | $1,831,576 | $209,336+774.9% | $197,124+829.1% | $137,256+1234.4% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 10.10% | 48.09%-38.0pp | 44.34%-34.2pp | 220.34%-210.2pp |
| Employer contribution / active EE | $5,409 | $6,591-17.9% | $6,227-13.1% | $4,156+30.2% |
| Participant deferral / active EE | $10,571 | $9,614+10.0% | $9,135+15.7% | $6,407+65.0% |
| Admin fee / account holder | $450,023 | $17,308+2500.1% | $16,298+2661.2% | $12,270+3567.6% |