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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 | $1,346,908 | $185,312+626.8% | $161,489+734.1% | $154,746+770.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 1.66% | 103.84%-102.2pp | 89.72%-88.1pp | 172.34%-170.7pp |
| Employer contribution / active EE | $70,000 | $4,769+1367.8% | $4,268+1540.0% | $4,379+1498.5% |
| Participant deferral / active EE | $5,000 | $6,350-21.3% | $5,630-11.2% | $6,730-25.7% |
| Admin fee / account holder | $3,881 | $18,654-79.2% | $16,006-75.8% | $14,365-73.0% |