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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 | $1,728,964 | $201,370+758.6% | $184,256+838.3% | $145,897+1085.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 2.26% | 29.05%-26.8pp | 28.85%-26.6pp | 552.29%-550.0pp |
| Employer contribution / active EE | $13,200 | $7,024+87.9% | $6,427+105.4% | $4,663+183.1% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $20,000 | $16,364+22.2% | $13,899+43.9% | $13,390+49.4% |