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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 | $2,633,167 | $223,823+1076.5% | $211,142+1147.1% | $154,746+1601.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 9.70% | 50.39%-40.7pp | 46.84%-37.1pp | 172.34%-162.6pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $31,000 | $9,750+217.9% | $9,284+233.9% | $6,730+360.6% |
| Admin fee / account holder | $1,883,267 | $19,707+9456.3% | $19,076+9772.5% | $14,365+13009.9% |