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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 | $1,193,548 | $114,119+945.9% | $107,187+1013.5% | $138,895+759.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 8.58% | 273.21%-264.6pp | 204.55%-196.0pp | 145.39%-136.8pp |
| Employer contribution / active EE | $3,000 | $4,059-26.1% | $3,782-20.7% | $4,194-28.5% |
| Participant deferral / active EE | $23,500 | $5,538+324.4% | $5,096+361.1% | $6,396+267.4% |
| Admin fee / account holder | $155,686 | $10,024+1453.2% | $9,162+1599.2% | $12,562+1139.3% |