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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 | $174,379+659.8% | $152,093+771.1% | $138,895+853.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 3.70% | 74.86%-71.2pp | 66.36%-62.7pp | 145.39%-141.7pp |
| Employer contribution / active EE | $16,875 | $4,652+262.8% | $4,175+304.2% | $4,194+302.3% |
| Participant deferral / active EE | $28,497 | $6,159+362.7% | $5,451+422.8% | $6,396+345.5% |
| Admin fee / account holder | $20,080 | $16,880+19.0% | $14,497+38.5% | $12,562+59.8% |