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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 | $1,093,412 | $110,212+892.1% | $96,534+1032.7% | $139,466+684.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 9.38% | 26.42%-17.0pp | 25.88%-16.5pp | 373.66%-364.3pp |
| Employer contribution / active EE | $4,850 | $3,620+34.0% | $2,965+63.6% | $4,754+2.0% |
| Participant deferral / active EE | $14,417 | $5,547+159.9% | $4,851+197.2% | $6,712+114.8% |
| Admin fee / account holder | $34,165 | $11,599+194.6% | $8,253+314.0% | $11,409+199.5% |