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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 | $1,324,955 | $172,111+669.8% | $150,298+781.6% | $137,256+865.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 3.70% | 69.37%-65.7pp | 62.79%-59.1pp | 220.34%-216.6pp |
| Employer contribution / active EE | $16,875 | $4,636+264.0% | $4,154+306.2% | $4,156+306.0% |
| Participant deferral / active EE | $28,497 | $6,166+362.2% | $5,453+422.6% | $6,407+344.8% |
| Admin fee / account holder | $20,080 | $16,471+21.9% | $14,116+42.3% | $12,270+63.7% |