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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 | $1,714,026 | $201,370+751.2% | $184,256+830.2% | $145,897+1074.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.63% | 29.05%-23.4pp | 28.85%-23.2pp | 552.29%-546.7pp |
| Employer contribution / active EE | $9,200 | $7,024+31.0% | $6,427+43.1% | $4,663+97.3% |
| Participant deferral / active EE | $20,700 | $9,808+111.1% | $9,133+126.6% | $6,689+209.5% |
| Admin fee / account holder | $64,372 | $16,364+293.4% | $13,899+363.1% | $13,390+380.7% |