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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 | $3,096,925 | $185,856+1566.3% | $170,028+1721.4% | $139,456+2120.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.84% | 60.52%-49.7pp | 53.39%-42.6pp | 373.45%-362.6pp |
| Employer contribution / active EE | $19,241 | $7,593+153.4% | $6,788+183.5% | $4,753+304.8% |
| Participant deferral / active EE | $19,750 | $11,623+69.9% | $10,409+89.7% | $6,711+194.3% |
| Admin fee / account holder | $216,868 | $15,387+1309.4% | $12,820+1591.6% | $11,407+1801.2% |