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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 | $1,958,922 | $201,370+872.8% | $184,256+963.2% | $145,897+1242.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.57% | 29.05%-23.5pp | 28.85%-23.3pp | 552.29%-546.7pp |
| Employer contribution / active EE | $12,478 | $7,024+77.7% | $6,427+94.1% | $4,663+167.6% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $101,227 | $16,364+518.6% | $13,899+628.3% | $13,390+656.0% |