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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 | $2,909,557 | $156,398+1760.4% | $147,318+1875.0% | $138,895+1994.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 6.06% | 78.75%-72.7pp | 70.43%-64.4pp | 145.39%-139.3pp |
| Employer contribution / active EE | $39,000 | $4,853+703.6% | $4,593+749.1% | $4,194+829.8% |
| Participant deferral / active EE | $31,000 | $8,237+276.3% | $7,906+292.1% | $6,396+384.7% |
| Admin fee / account holder | $122,180 | $14,976+715.9% | $13,708+791.3% | $12,562+872.6% |