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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 | $2,235,525 | $175,257+1175.6% | $149,717+1393.2% | $139,456+1503.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.03% | 166.70%-158.7pp | 134.41%-126.4pp | 373.45%-365.4pp |
| Employer contribution / active EE | $24,205 | $5,477+342.0% | $4,820+402.2% | $4,753+409.3% |
| Participant deferral / active EE | $57,000 | $6,521+774.1% | $5,682+903.2% | $6,711+749.3% |
| Admin fee / account holder | $187,718 | $16,156+1061.9% | $13,213+1320.7% | $11,407+1545.6% |