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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 | $2,001,560 | $154,365+1196.6% | $130,231+1436.9% | $139,456+1335.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 8.53% | 30.34%-21.8pp | 38.77%-30.2pp | 373.45%-364.9pp |
| Employer contribution / active EE | $18,750 | $5,170+262.7% | $4,126+354.5% | $4,753+294.5% |
| Participant deferral / active EE | $15,000 | $8,498+76.5% | $6,799+120.6% | $6,711+123.5% |
| Admin fee / account holder | $12,316 | $9,214+33.7% | $6,020+104.6% | $11,407+8.0% |