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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 | $1,195,967 | $99,053+1107.4% | $88,179+1256.3% | $138,895+761.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 8.82% | 78.17%-69.4pp | 64.97%-56.2pp | 145.39%-136.6pp |
| Employer contribution / active EE | $2,514 | $2,882-12.8% | $2,549-1.4% | $4,194-40.1% |
| Participant deferral / active EE | $2,514 | $5,225-51.9% | $4,614-45.5% | $6,396-60.7% |
| Admin fee / account holder | $31,803 | $8,748+263.5% | $7,673+314.5% | $12,562+153.2% |