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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 | $155,555+766.9% | $146,866+818.2% | $155,188+768.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 5.51% | 115.41%-109.9pp | 102.85%-97.3pp | 148.84%-143.3pp |
| Employer contribution / active EE | $15,000 | $4,647+222.8% | $4,425+239.0% | $4,248+253.1% |
| Participant deferral / active EE | $10,000 | $8,044+24.3% | $7,759+28.9% | $6,531+53.1% |
| Admin fee / account holder | $3,587 | $14,755-75.7% | $13,620-73.7% | $14,480-75.2% |