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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 | $1,202,291 | $165,381+627.0% | $149,730+703.0% | $158,966+656.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.13% | 348.29%-347.2pp | 276.70%-275.6pp | 302.95%-301.8pp |
| Employer contribution / active EE | $6,395 | $5,104+25.3% | $4,645+37.7% | $4,762+34.3% |
| Participant deferral / active EE | $26,000 | $7,182+262.0% | $6,843+280.0% | $5,983+334.6% |
| Admin fee / account holder | $12,997 | $10,809+20.2% | $9,310+39.6% | $11,250+15.5% |