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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 | $1,489,512 | $115,917+1185.0% | $100,535+1381.6% | $158,982+836.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 5.25% | 34.80%-29.6pp | 30.90%-25.6pp | 302.99%-297.7pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,000 | $6,677-25.1% | $6,271-20.3% | $5,983-16.4% |
| Admin fee / account holder | $6,772 | $11,002-38.4% | $8,085-16.2% | $11,252-39.8% |