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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 | $1,254,213 | $148,623+743.9% | $135,974+822.4% | $139,466+799.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.88% | 79.30%-71.4pp | 68.30%-60.4pp | 373.66%-365.8pp |
| Employer contribution / active EE | $5,378 | $5,246+2.5% | $4,859+10.7% | $4,754+13.1% |
| Participant deferral / active EE | $15,313 | $8,103+89.0% | $7,760+97.3% | $6,712+128.1% |
| Admin fee / account holder | $7,240 | $12,406-41.6% | $10,767-32.8% | $11,409-36.5% |