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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 | $3,986,783 | $175,257+2174.8% | $149,717+2562.9% | $139,456+2758.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.25% | 166.70%-160.4pp | 134.41%-128.2pp | 373.45%-367.2pp |
| Employer contribution / active EE | $55,309 | $5,477+909.9% | $4,820+1047.6% | $4,753+1063.7% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $218,183 | $16,156+1250.5% | $13,213+1551.3% | $11,407+1812.7% |