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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 | $1,001,766 | $209,425+378.3% | $178,499+461.2% | $158,966+530.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.26% | 188.80%-184.5pp | 151.10%-146.8pp | 302.95%-298.7pp |
| Employer contribution / active EE | $3,663 | $5,707-35.8% | $5,011-26.9% | $4,762-23.1% |
| Participant deferral / active EE | $13,056 | $5,955+119.2% | $5,202+151.0% | $5,983+118.2% |
| Admin fee / account holder | $5,161 | $17,078-69.8% | $13,986-63.1% | $11,250-54.1% |