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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 | $1,957,265 | $227,291+761.1% | $214,702+811.6% | $155,188+1161.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 6.08% | 60.08%-54.0pp | 54.55%-48.5pp | 148.84%-142.8pp |
| Employer contribution / active EE | $40,633 | $6,772+500.0% | $6,461+528.9% | $4,248+856.6% |
| Participant deferral / active EE | $19,250 | $9,582+100.9% | $9,147+110.5% | $6,531+194.7% |
| Admin fee / account holder | $66,183 | $20,413+224.2% | $19,830+233.7% | $14,480+357.1% |