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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 | $2,113,935 | $156,398+1251.6% | $147,318+1334.9% | $138,895+1422.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.57% | 78.75%-68.2pp | 70.43%-59.9pp | 145.39%-134.8pp |
| Employer contribution / active EE | $20,932 | $4,853+331.3% | $4,593+355.8% | $4,194+399.1% |
| Participant deferral / active EE | $16,000 | $8,237+94.2% | $7,906+102.4% | $6,396+150.1% |
| Admin fee / account holder | $53,798 | $14,976+259.2% | $13,708+292.5% | $12,562+328.3% |