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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 | $102,609+1244.1% | $98,090+1306.1% | $138,895+893.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 5.91% | 36.44%-30.5pp | 37.05%-31.1pp | 145.39%-139.5pp |
| Employer contribution / active EE | $25,050 | $3,867+547.7% | $3,606+594.6% | $4,194+497.2% |
| Participant deferral / active EE | $30,000 | $8,167+267.3% | $7,845+282.4% | $6,396+369.0% |
| Admin fee / account holder | $3,294 | $11,434-71.2% | $11,815-72.1% | $12,562-73.8% |