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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 | $1,034,434 | $217,432+375.7% | $185,851+456.6% | $167,553+517.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.69% | 148.43%-139.7pp | 122.11%-113.4pp | 478.89%-470.2pp |
| Employer contribution / active EE | $77,000 | $5,874+1210.8% | $5,168+1389.8% | $4,840+1491.0% |
| Participant deferral / active EE | $45,500 | $6,357+615.7% | $5,569+717.1% | $6,343+617.4% |
| Admin fee / account holder | $7,457 | $19,820-62.4% | $16,245-54.1% | $12,316-39.5% |