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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 | $1,280,159 | $114,119+1021.8% | $107,187+1094.3% | $138,895+821.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 8.25% | 273.21%-265.0pp | 204.55%-196.3pp | 145.39%-137.1pp |
| Employer contribution / active EE | $23,320 | $4,059+474.6% | $3,782+516.6% | $4,194+456.0% |
| Participant deferral / active EE | $12,000 | $5,538+116.7% | $5,096+135.5% | $6,396+87.6% |
| Admin fee / account holder | $17,751 | $10,024+77.1% | $9,162+93.7% | $12,562+41.3% |