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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 | $1,417,735 | $172,111+723.7% | $150,298+843.3% | $137,256+932.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 4.21% | 69.37%-65.2pp | 62.79%-58.6pp | 220.34%-216.1pp |
| Employer contribution / active EE | $48,000 | $4,636+935.3% | $4,154+1055.5% | $4,156+1055.0% |
| Participant deferral / active EE | $26,688 | $6,166+332.8% | $5,453+389.4% | $6,407+316.6% |
| Admin fee / account holder | $14,285 | $16,471-13.3% | $14,116+1.2% | $12,270+16.4% |