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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 | $185,312+886.5% | $161,489+1032.0% | $154,746+1081.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.02% | 103.84%-94.8pp | 89.72%-80.7pp | 172.34%-163.3pp |
| Employer contribution / active EE | $41,953 | $4,769+779.7% | $4,268+882.9% | $4,379+858.0% |
| Participant deferral / active EE | $24,265 | $6,350+282.1% | $5,630+331.0% | $6,730+260.5% |
| Admin fee / account holder | $1,138,783 | $18,654+6004.6% | $16,006+7014.9% | $14,365+7827.4% |