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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 | $1,725,909 | $183,627+839.9% | $155,602+1009.2% | $145,978+1082.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.63% | 61.32%-52.7pp | 64.81%-56.2pp | 550.52%-541.9pp |
| Employer contribution / active EE | $22,474 | $5,316+322.7% | $4,675+380.7% | $4,662+382.1% |
| Participant deferral / active EE | $20,333 | $6,466+214.5% | $5,629+261.2% | $6,690+204.0% |
| Admin fee / account holder | $73,366 | $19,327+279.6% | $15,923+360.7% | $13,400+447.5% |