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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 | $3,238,390 | $183,539+1664.4% | $155,556+1981.8% | $145,897+2119.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.00% | 61.31%-53.3pp | 64.84%-56.8pp | 552.29%-544.3pp |
| Employer contribution / active EE | $49,301 | $5,315+827.5% | $4,675+954.5% | $4,663+957.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,352 | $19,275-61.9% | $15,885-53.7% | $13,390-45.1% |