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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 | $1,931,994 | $209,336+822.9% | $197,124+880.1% | $137,256+1307.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.28% | 48.09%-36.8pp | 44.34%-33.1pp | 220.34%-209.1pp |
| Employer contribution / active EE | $31,592 | $6,591+379.4% | $6,227+407.3% | $4,156+660.2% |
| Participant deferral / active EE | $21,533 | $9,614+124.0% | $9,135+135.7% | $6,407+236.1% |
| Admin fee / account holder | $46,792 | $17,308+170.4% | $16,298+187.1% | $12,270+281.3% |