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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 | $1,160,555 | $185,905+524.3% | $170,057+582.5% | $139,487+732.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.40% | 60.56%-51.2pp | 53.42%-44.0pp | 373.84%-364.4pp |
| Employer contribution / active EE | $3,142 | $7,597-58.6% | $6,790-53.7% | $4,755-33.9% |
| Participant deferral / active EE | $13,650 | $11,627+17.4% | $10,411+31.1% | $6,713+103.3% |
| Admin fee / account holder | $105,000 | $15,397+582.0% | $12,826+718.6% | $11,407+820.5% |