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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 | $156,398+1116.4% | $147,318+1191.3% | $138,895+1269.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.89% | 78.75%-66.9pp | 70.43%-58.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $7,443 | $4,853+53.4% | $4,593+62.1% | $4,194+77.5% |
| Participant deferral / active EE | $31,040 | $8,237+276.8% | $7,906+292.6% | $6,396+385.3% |
| Admin fee / account holder | $269,977 | $14,976+1702.8% | $13,708+1869.5% | $12,562+2049.1% |