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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 | $1,159,834 | $156,398+641.6% | $147,318+687.3% | $138,895+735.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 7.90% | 78.75%-70.8pp | 70.43%-62.5pp | 145.39%-137.5pp |
| Employer contribution / active EE | $14,373 | $4,853+196.2% | $4,593+212.9% | $4,194+242.7% |
| Participant deferral / active EE | $14,445 | $8,237+75.4% | $7,906+82.7% | $6,396+125.8% |
| Admin fee / account holder | $45,543 | $14,976+204.1% | $13,708+232.2% | $12,562+262.5% |