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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 | $1,440,348 | $202,463+611.4% | $169,397+750.3% | $139,487+932.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 1.35% | 532.64%-531.3pp | 406.23%-404.9pp | 373.84%-372.5pp |
| Employer contribution / active EE | $11,312 | $4,694+141.0% | $4,013+181.9% | $4,755+137.9% |
| Participant deferral / active EE | $28,000 | $6,941+303.4% | $6,223+350.0% | $6,713+317.1% |
| Admin fee / account holder | $8,394 | $10,726-21.7% | $9,017-6.9% | $11,407-26.4% |