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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 | $1,044,595 | $223,823+366.7% | $211,142+394.7% | $154,746+575.0% |
| Participation rate | 95.2% | 87.9%+7.4pp | 87.3%+7.9pp | 80.7%+14.5pp |
| Annual return | 8.58% | 50.39%-41.8pp | 46.84%-38.3pp | 172.34%-163.8pp |
| Employer contribution / active EE | $50,698 | $6,787+647.0% | $6,442+687.0% | $4,379+1057.7% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $229,400 | $19,707+1064.0% | $19,076+1102.6% | $14,365+1496.9% |