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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 | $950,929 | $78,520+1111.1% | $96,576+884.6% | $82,448+1053.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 11.91% | 41.30%-29.4pp | 38.47%-26.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $15,444 | $2,630+487.3% | $3,553+334.7% | $2,551+505.4% |
| Participant deferral / active EE | $10,154 | $6,754+50.3% | $7,956+27.6% | $4,139+145.3% |
| Admin fee / account holder | $71,801 | $13,455+433.6% | $11,381+530.9% | $7,234+892.5% |