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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 | $3,260,617 | $178,174+1730.0% | $156,181+1987.7% | $137,256+2275.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 5.98% | 84.19%-78.2pp | 64.87%-58.9pp | 220.34%-214.4pp |
| Employer contribution / active EE | $7,630 | $4,972+53.5% | $4,294+77.7% | $4,156+83.6% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $36,449 | $17,404+109.4% | $14,586+149.9% | $12,270+197.1% |