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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 | $2,030,614 | $182,442+1013.0% | $163,379+1142.9% | $138,895+1362.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 4.50% | 72.74%-68.2pp | 63.41%-58.9pp | 145.39%-140.9pp |
| Employer contribution / active EE | $20,215 | $4,159+386.0% | $3,752+438.7% | $4,194+382.0% |
| Participant deferral / active EE | $11,500 | $6,817+68.7% | $6,282+83.1% | $6,396+79.8% |
| Admin fee / account holder | $46,113 | $10,396+343.6% | $9,818+369.7% | $12,562+267.1% |