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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 | $1,943,622 | $100,194+1839.9% | $122,979+1480.5% | $86,983+2134.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 8.83% | 16.47%-7.6pp | 20.12%-11.3pp | 25.83%-17.0pp |
| Employer contribution / active EE | $5,053 | $2,326+117.3% | $3,062+65.0% | $2,584+95.5% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $120,438 | $10,148+1086.8% | $12,864+836.2% | $7,856+1433.1% |