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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 | $209,336+399.0% | $197,124+429.9% | $137,256+661.1% |
| Participation rate | 95.2% | 87.3%+7.9pp | 86.7%+8.5pp | 80.0%+15.3pp |
| Annual return | 8.58% | 48.09%-39.5pp | 44.34%-35.8pp | 220.34%-211.8pp |
| Employer contribution / active EE | $50,698 | $6,591+669.2% | $6,227+714.1% | $4,156+1119.9% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $229,400 | $17,308+1225.4% | $16,298+1307.5% | $12,270+1769.6% |