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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 | $1,203,211 | $97,289+1136.7% | $92,805+1196.5% | $155,188+675.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 10.04% | 29.03%-19.0pp | 31.59%-21.5pp | 148.84%-138.8pp |
| Employer contribution / active EE | $14,763 | $3,632+306.5% | $3,424+331.2% | $4,248+247.5% |
| Participant deferral / active EE | $0 | $8,795-100.0% | $8,448-100.0% | $6,531-100.0% |
| Admin fee / account holder | $18,207 | $12,015+51.5% | $10,911+66.9% | $14,480+25.7% |