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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 | $2,175,642 | $212,386+924.4% | $199,883+988.5% | $138,895+1466.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 5.62% | 47.75%-42.1pp | 43.81%-38.2pp | 145.39%-139.8pp |
| Employer contribution / active EE | $29,525 | $6,625+345.7% | $6,261+371.6% | $4,194+604.0% |
| Participant deferral / active EE | $20,498 | $9,617+113.1% | $9,138+124.3% | $6,396+220.5% |
| Admin fee / account holder | $71,941 | $18,233+294.6% | $17,268+316.6% | $12,562+472.7% |