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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 | $3,166,850 | $201,344+1472.9% | $184,243+1618.8% | $145,877+2070.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.48% | 29.01%-22.5pp | 28.82%-22.3pp | 551.28%-544.8pp |
| Employer contribution / active EE | $8,500 | $7,022+21.0% | $6,427+32.3% | $4,663+82.3% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,375 | $16,382-79.4% | $13,914-75.7% | $13,402-74.8% |