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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 | $3,141,202 | $201,264+1460.7% | $184,185+1605.5% | $145,978+2051.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.81% | 29.00%-22.2pp | 28.81%-22.0pp | 550.52%-543.7pp |
| Employer contribution / active EE | $1,991 | $7,021-71.6% | $6,426-69.0% | $4,662-57.3% |
| Participant deferral / active EE | $5,750 | $9,806-41.4% | $9,132-37.0% | $6,690-14.0% |
| Admin fee / account holder | $190,577 | $16,376+1063.8% | $13,909+1270.2% | $13,400+1322.2% |