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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 | $1,400,685 | $161,352+768.1% | $134,172+943.9% | $137,256+920.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 7.00% | 28.72%-21.7pp | 25.30%-18.3pp | 220.34%-213.3pp |
| Employer contribution / active EE | $33,557 | $4,099+718.7% | $3,420+881.2% | $4,156+707.4% |
| Participant deferral / active EE | $9,850 | $5,552+77.4% | $4,690+110.0% | $6,407+53.7% |
| Admin fee / account holder | $35,952 | $15,028+139.2% | $12,016+199.2% | $12,270+193.0% |