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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 | $199,109+874.3% | $173,730+1016.7% | $154,746+1153.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 6.15% | 20.02%-13.9pp | 19.96%-13.8pp | 172.34%-166.2pp |
| Employer contribution / active EE | $25,000 | $5,311+370.7% | $4,577+446.2% | $4,379+470.9% |
| Participant deferral / active EE | $31,000 | $7,113+335.9% | $6,326+390.0% | $6,730+360.6% |
| Admin fee / account holder | $62,570 | $20,916+199.2% | $17,523+257.1% | $14,365+335.6% |