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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 | $1,203,744 | $174,379+590.3% | $152,093+691.5% | $138,895+766.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.02% | 74.86%-64.8pp | 66.36%-56.3pp | 145.39%-135.4pp |
| Employer contribution / active EE | $2,141 | $4,652-54.0% | $4,175-48.7% | $4,194-49.0% |
| Participant deferral / active EE | $15,988 | $6,159+159.6% | $5,451+193.3% | $6,396+150.0% |
| Admin fee / account holder | $55,138 | $16,880+226.6% | $14,497+280.3% | $12,562+338.9% |