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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 | $1,408,345 | $148,582+847.9% | $135,942+936.0% | $139,456+909.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.55% | 79.26%-73.7pp | 68.28%-62.7pp | 373.45%-367.9pp |
| Employer contribution / active EE | $9,000 | $5,245+71.6% | $4,858+85.3% | $4,753+89.4% |
| Participant deferral / active EE | $30,000 | $8,101+270.3% | $7,759+286.7% | $6,711+347.0% |
| Admin fee / account holder | $14,179 | $12,402+14.3% | $10,764+31.7% | $11,407+24.3% |