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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 | $1,212,191 | $160,028+657.5% | $147,080+724.2% | $145,884+730.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.24% | 98.60%-91.4pp | 420.17%-412.9pp | 551.85%-544.6pp |
| Employer contribution / active EE | $15,000 | $5,286+183.8% | $4,933+204.1% | $4,662+221.7% |
| Participant deferral / active EE | $15,250 | $8,422+81.1% | $8,066+89.1% | $6,690+128.0% |
| Admin fee / account holder | $11,253 | $15,030-25.1% | $12,989-13.4% | $13,392-16.0% |