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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 | $2,850,985 | $212,386+1242.4% | $199,883+1326.3% | $138,895+1952.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 10.19% | 47.75%-37.6pp | 43.81%-33.6pp | 145.39%-135.2pp |
| Employer contribution / active EE | $29,360 | $6,625+343.2% | $6,261+368.9% | $4,194+600.0% |
| Participant deferral / active EE | $29,393 | $9,617+205.6% | $9,138+221.6% | $6,396+359.5% |
| Admin fee / account holder | $642,917 | $18,233+3426.1% | $17,268+3623.2% | $12,562+5017.9% |