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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 | $2,988,367 | $199,109+1400.9% | $173,730+1620.1% | $154,746+1831.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 3.75% | 20.02%-16.3pp | 19.96%-16.2pp | 172.34%-168.6pp |
| Employer contribution / active EE | $13,300 | $5,311+150.4% | $4,577+190.6% | $4,379+203.7% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $235,834 | $20,916+1027.5% | $17,523+1245.8% | $14,365+1541.7% |