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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 | $1,950,899 | $156,398+1147.4% | $147,318+1224.3% | $138,895+1304.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.24% | 78.75%-67.5pp | 70.43%-59.2pp | 145.39%-134.2pp |
| Employer contribution / active EE | $22,133 | $4,853+356.0% | $4,593+381.9% | $4,194+427.7% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $78,231 | $14,976+422.4% | $13,708+470.7% | $12,562+522.8% |