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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 | $1,348,498 | $156,398+762.2% | $147,318+815.4% | $138,895+870.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 5.51% | 78.75%-73.2pp | 70.43%-64.9pp | 145.39%-139.9pp |
| Employer contribution / active EE | $15,000 | $4,853+209.1% | $4,593+226.6% | $4,194+257.6% |
| Participant deferral / active EE | $10,000 | $8,237+21.4% | $7,906+26.5% | $6,396+56.3% |
| Admin fee / account holder | $3,587 | $14,976-76.0% | $13,708-73.8% | $12,562-71.4% |