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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 | $1,367,609 | $201,344+579.2% | $184,243+642.3% | $145,877+837.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.71% | 29.01%-20.3pp | 28.82%-20.1pp | 551.28%-542.6pp |
| Employer contribution / active EE | $7,500 | $7,022+6.8% | $6,427+16.7% | $4,663+60.8% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $72,155 | $16,382+340.5% | $13,914+418.6% | $13,402+438.4% |