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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 | $1,185,337 | $155,555+662.0% | $146,866+707.1% | $155,188+663.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 7.78% | 115.41%-107.6pp | 102.85%-95.1pp | 148.84%-141.1pp |
| Employer contribution / active EE | $24,215 | $4,647+421.1% | $4,425+447.3% | $4,248+470.1% |
| Participant deferral / active EE | $16,456 | $8,044+104.6% | $7,759+112.1% | $6,531+152.0% |
| Admin fee / account holder | $3,374 | $14,755-77.1% | $13,620-75.2% | $14,480-76.7% |