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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 | $1,404,502 | $182,442+669.8% | $163,379+759.7% | $138,895+911.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 4.80% | 72.74%-67.9pp | 63.41%-58.6pp | 145.39%-140.6pp |
| Employer contribution / active EE | $6,250 | $4,159+50.3% | $3,752+66.6% | $4,194+49.0% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $994 | $10,396-90.4% | $9,818-89.9% | $12,562-92.1% |