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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 | $1,425,706 | $114,119+1149.3% | $107,187+1230.1% | $138,895+926.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 10.26% | 273.21%-262.9pp | 204.55%-194.3pp | 145.39%-135.1pp |
| Employer contribution / active EE | $42,431 | $4,059+945.4% | $3,782+1021.9% | $4,194+911.7% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7,429 | $10,024-25.9% | $9,162-18.9% | $12,562-40.9% |