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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 | $2,671,075 | $211,239+1164.5% | $178,528+1396.2% | $145,877+1731.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.13% | 30.22%-30.1pp | 27.11%-27.0pp | 551.28%-551.2pp |
| Employer contribution / active EE | $18,750 | $4,570+310.3% | $3,950+374.6% | $4,663+302.1% |
| Participant deferral / active EE | $15,250 | $6,963+119.0% | $6,278+142.9% | $6,691+127.9% |
| Admin fee / account holder | $1,405 | $12,095-88.4% | $10,419-86.5% | $13,402-89.5% |