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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 | $1,940,008 | $178,174+988.8% | $156,181+1142.2% | $137,256+1313.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 6.15% | 84.19%-78.0pp | 64.87%-58.7pp | 220.34%-214.2pp |
| Employer contribution / active EE | $25,000 | $4,972+402.8% | $4,294+482.2% | $4,156+501.5% |
| Participant deferral / active EE | $31,000 | $6,888+350.1% | $6,132+405.5% | $6,407+383.9% |
| Admin fee / account holder | $62,570 | $17,404+259.5% | $14,586+329.0% | $12,270+409.9% |