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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 | $1,903,421 | $182,442+943.3% | $163,379+1065.0% | $138,895+1270.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 7.67% | 72.74%-65.1pp | 63.41%-55.7pp | 145.39%-137.7pp |
| Employer contribution / active EE | $21,750 | $4,159+422.9% | $3,752+479.6% | $4,194+418.6% |
| Participant deferral / active EE | $21,250 | $6,817+211.7% | $6,282+238.3% | $6,396+232.2% |
| Admin fee / account holder | $9,261 | $10,396-10.9% | $9,818-5.7% | $12,562-26.3% |