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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 | $1,432,572 | $183,539+680.5% | $155,556+820.9% | $145,897+881.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.84% | 61.31%-53.5pp | 64.84%-57.0pp | 552.29%-544.5pp |
| Employer contribution / active EE | $69,000 | $5,315+1198.1% | $4,675+1375.8% | $4,663+1379.9% |
| Participant deferral / active EE | $2,500 | $6,467-61.3% | $5,631-55.6% | $6,689-62.6% |
| Admin fee / account holder | $1,324,880 | $19,275+6773.7% | $15,885+8240.5% | $13,390+9794.3% |