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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 | $2,638,303 | $154,228+1610.7% | $145,433+1714.1% | $137,256+1822.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.41% | 74.59%-65.2pp | 66.58%-57.2pp | 220.34%-210.9pp |
| Employer contribution / active EE | $25,734 | $4,804+435.7% | $4,554+465.0% | $4,156+519.2% |
| Participant deferral / active EE | $11,899 | $8,216+44.8% | $7,897+50.7% | $6,407+85.7% |
| Admin fee / account holder | $99,289 | $14,344+592.2% | $13,129+656.3% | $12,270+709.2% |