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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 | $1,828,046 | $172,111+962.1% | $150,298+1116.3% | $137,256+1231.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.02% | 69.37%-60.4pp | 62.79%-53.8pp | 220.34%-211.3pp |
| Employer contribution / active EE | $41,953 | $4,636+804.9% | $4,154+909.9% | $4,156+909.4% |
| Participant deferral / active EE | $24,265 | $6,166+293.5% | $5,453+345.0% | $6,407+278.7% |
| Admin fee / account holder | $1,138,783 | $16,471+6813.9% | $14,116+7967.5% | $12,270+9180.9% |