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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 | $2,483,023 | $198,457+1151.2% | $170,435+1356.9% | $147,586+1582.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.09% | 257.30%-249.2pp | 205.94%-197.9pp | 578.59%-570.5pp |
| Employer contribution / active EE | $23,917 | $6,183+286.8% | $5,432+340.3% | $4,876+390.5% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $102,382 | $16,852+507.5% | $13,881+637.6% | $10,886+840.5% |