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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 | $1,651,342 | $178,174+826.8% | $156,181+957.3% | $137,256+1103.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 7.62% | 84.19%-76.6pp | 64.87%-57.3pp | 220.34%-212.7pp |
| Employer contribution / active EE | $22,884 | $4,972+360.3% | $4,294+432.9% | $4,156+450.6% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,348 | $17,404-92.3% | $14,586-90.8% | $12,270-89.0% |