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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 | $1,379,202 | $100,970+1266.0% | $96,576+1328.1% | $137,256+904.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 5.91% | 38.16%-32.3pp | 38.47%-32.6pp | 220.34%-214.4pp |
| Employer contribution / active EE | $25,050 | $3,809+557.6% | $3,553+605.0% | $4,156+502.7% |
| Participant deferral / active EE | $30,000 | $8,286+262.0% | $7,956+277.1% | $6,407+368.3% |
| Admin fee / account holder | $3,294 | $11,312-70.9% | $11,381-71.1% | $12,270-73.2% |