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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 | $3,091,289 | $185,856+1563.3% | $170,028+1718.1% | $139,456+2116.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.46% | 60.52%-52.1pp | 53.39%-44.9pp | 373.45%-365.0pp |
| Employer contribution / active EE | $6,969 | $7,593-8.2% | $6,788+2.7% | $4,753+46.6% |
| Participant deferral / active EE | $3,542 | $11,623-69.5% | $10,409-66.0% | $6,711-47.2% |
| Admin fee / account holder | $182,220 | $15,387+1084.2% | $12,820+1321.3% | $11,407+1497.4% |