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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 | $1,756,986 | $175,231+902.7% | $149,696+1073.7% | $139,466+1159.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.37% | 166.77%-160.4pp | 134.46%-128.1pp | 373.66%-367.3pp |
| Employer contribution / active EE | $31,034 | $5,478+466.5% | $4,821+543.8% | $4,754+552.8% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $53,050 | $16,155+228.4% | $13,212+301.5% | $11,409+365.0% |