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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 | $1,902,392 | $154,228+1133.5% | $145,433+1208.1% | $137,256+1286.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.89% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $7,443 | $4,804+54.9% | $4,554+63.4% | $4,156+79.1% |
| Participant deferral / active EE | $31,040 | $8,216+277.8% | $7,897+293.0% | $6,407+384.5% |
| Admin fee / account holder | $269,977 | $14,344+1782.2% | $13,129+1956.3% | $12,270+2100.3% |