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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 | $1,249,842 | $112,729+1008.7% | $98,716+1166.1% | $137,256+810.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 9.57% | 38.48%-28.9pp | 31.81%-22.2pp | 220.34%-210.8pp |
| Employer contribution / active EE | $20,000 | $2,725+633.9% | $2,279+777.8% | $4,156+381.2% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,116 | $10,129-39.6% | $8,703-29.7% | $12,270-50.2% |