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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 | $1,841,884 | $183,592+903.2% | $155,567+1084.0% | $145,959+1161.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.50% | 61.24%-52.7pp | 64.74%-56.2pp | 561.95%-553.4pp |
| Employer contribution / active EE | $7,500 | $5,315+41.1% | $4,674+60.5% | $4,661+60.9% |
| Participant deferral / active EE | $25,500 | $6,464+294.5% | $5,628+353.1% | $6,689+281.3% |
| Admin fee / account holder | $36,220 | $19,318+87.5% | $15,916+127.6% | $13,398+170.3% |