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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 | $2,159,190 | $217,427+893.1% | $185,837+1061.9% | $167,518+1188.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.68% | 148.39%-140.7pp | 122.08%-114.4pp | 478.71%-471.0pp |
| Employer contribution / active EE | $31,738 | $5,874+440.3% | $5,168+514.1% | $4,838+555.9% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $81,169 | $19,816+309.6% | $16,241+399.8% | $12,312+559.2% |