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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 | $2,015,075 | $138,393+1356.1% | $184,256+993.6% | $80,959+2389.0% |
| Participation rate | 96.3% | 83.9%+12.4pp | 86.8%+9.5pp | 67.7%+28.6pp |
| Annual return | 8.49% | 20.01%-11.5pp | 28.85%-20.4pp | 35.67%-27.2pp |
| Employer contribution / active EE | $54,547 | $4,847+1025.3% | $6,427+748.7% | $2,757+1878.4% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $82,519 | $10,489+686.7% | $13,899+493.7% | $6,925+1091.6% |