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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 | $3,607,071 | $172,111+1995.8% | $150,298+2299.9% | $137,256+2528.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.99% | 69.37%-60.4pp | 62.79%-53.8pp | 220.34%-211.3pp |
| Employer contribution / active EE | $31,631 | $4,636+582.3% | $4,154+661.5% | $4,156+661.1% |
| Participant deferral / active EE | $20,333 | $6,166+229.8% | $5,453+272.9% | $6,407+217.4% |
| Admin fee / account holder | $8,538 | $16,471-48.2% | $14,116-39.5% | $12,270-30.4% |