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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 | $1,900,596 | $175,259+984.4% | $149,723+1169.4% | $139,487+1262.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.76% | 166.82%-158.1pp | 134.50%-125.7pp | 373.84%-365.1pp |
| Employer contribution / active EE | $5,543 | $5,478+1.2% | $4,821+15.0% | $4,755+16.6% |
| Participant deferral / active EE | $20,634 | $6,522+216.4% | $5,682+263.1% | $6,713+207.4% |
| Admin fee / account holder | $14,253 | $16,158-11.8% | $13,215+7.9% | $11,407+24.9% |