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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 | $199,109+729.4% | $173,730+850.5% | $154,746+967.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 7.62% | 20.02%-12.4pp | 19.96%-12.3pp | 172.34%-164.7pp |
| Employer contribution / active EE | $22,884 | $5,311+330.9% | $4,577+399.9% | $4,379+422.6% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,348 | $20,916-93.6% | $17,523-92.3% | $14,365-90.6% |