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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 | $1,380,107 | $156,398+782.4% | $147,318+836.8% | $138,895+893.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.58% | 78.75%-67.2pp | 70.43%-58.9pp | 145.39%-133.8pp |
| Employer contribution / active EE | $12,200 | $4,853+151.4% | $4,593+165.6% | $4,194+190.9% |
| Participant deferral / active EE | $15,400 | $8,237+87.0% | $7,906+94.8% | $6,396+140.8% |
| Admin fee / account holder | $12,305 | $14,976-17.8% | $13,708-10.2% | $12,562-2.1% |