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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 | $1,141,313 | $226,135+404.7% | $182,558+525.2% | $152,909+646.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 7.14% | 192.60%-185.5pp | 148.59%-141.5pp | 345.46%-338.3pp |
| Employer contribution / active EE | $13,404 | $4,979+169.2% | $4,076+228.8% | $4,764+181.4% |
| Participant deferral / active EE | $7,200 | $6,371+13.0% | $5,526+30.3% | $5,851+23.0% |
| Admin fee / account holder | $13,643 | $10,707+27.4% | $8,594+58.8% | $11,601+17.6% |