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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 | $2,109,084 | $157,276+1241.0% | $141,177+1393.9% | $152,885+1279.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.26% | 64.33%-53.1pp | 71.40%-60.1pp | 345.39%-334.1pp |
| Employer contribution / active EE | $10,714 | $5,262+103.6% | $4,736+126.3% | $4,763+124.9% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $80,522 | $12,123+564.2% | $10,263+684.6% | $11,598+594.3% |