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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 | $1,062,399 | $162,136+555.3% | $152,301+597.6% | $154,746+586.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.10% | 91.02%-81.9pp | 80.50%-71.4pp | 172.34%-163.2pp |
| Employer contribution / active EE | $1,400 | $4,890-71.4% | $4,624-69.7% | $4,379-68.0% |
| Participant deferral / active EE | $20,500 | $8,341+145.8% | $8,004+156.1% | $6,730+204.6% |
| Admin fee / account holder | $61,845 | $15,759+292.4% | $14,398+329.5% | $14,365+330.5% |