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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 | $2,353,614 | $165,361+1323.3% | $149,715+1472.1% | $158,950+1380.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.19% | 348.24%-342.0pp | 276.66%-270.5pp | 302.91%-296.7pp |
| Employer contribution / active EE | $13,562 | $5,103+165.7% | $4,645+192.0% | $4,762+184.8% |
| Participant deferral / active EE | $13,000 | $7,182+81.0% | $6,842+90.0% | $5,983+117.3% |
| Admin fee / account holder | $7,369 | $10,808-31.8% | $9,310-20.9% | $11,248-34.5% |