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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 | $1,033,887 | $175,212+490.1% | $149,682+590.7% | $139,427+641.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 0.74% | 166.63%-165.9pp | 134.35%-133.6pp | 373.27%-372.5pp |
| Employer contribution / active EE | $5,850 | $5,475+6.8% | $4,818+21.4% | $4,752+23.1% |
| Participant deferral / active EE | $4,000 | $6,520-38.6% | $5,681-29.6% | $6,711-40.4% |
| Admin fee / account holder | $47,666 | $16,150+195.1% | $13,210+260.8% | $11,404+318.0% |