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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 | $1,722,193 | $106,267+1520.6% | $96,520+1684.3% | $139,456+1134.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.38% | 38.45%-29.1pp | 35.72%-26.3pp | 373.45%-364.1pp |
| Employer contribution / active EE | $24,740 | $4,105+502.7% | $3,739+561.7% | $4,753+420.6% |
| Participant deferral / active EE | $10,853 | $5,454+99.0% | $4,879+122.5% | $6,711+61.7% |
| Admin fee / account holder | $5,000 | $7,882-36.6% | $6,733-25.7% | $11,407-56.2% |