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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 | $1,976,373 | $183,627+976.3% | $155,602+1170.1% | $145,978+1253.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.94% | 61.32%-56.4pp | 64.81%-59.9pp | 550.52%-545.6pp |
| Employer contribution / active EE | $76,500 | $5,316+1339.0% | $4,675+1536.3% | $4,662+1541.0% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $19,224 | $19,327-0.5% | $15,923+20.7% | $13,400+43.5% |