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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 | $1,508,403 | $92,798+1525.5% | $96,707+1459.8% | $137,256+999.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 11.47% | 31.24%-19.8pp | 34.78%-23.3pp | 220.34%-208.9pp |
| Employer contribution / active EE | $5,200 | $4,147+25.4% | $4,191+24.1% | $4,156+25.1% |
| Participant deferral / active EE | $2,925 | $5,877-50.2% | $5,997-51.2% | $6,407-54.3% |
| Admin fee / account holder | $65,093 | $7,946+719.2% | $7,503+767.6% | $12,270+430.5% |