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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 | $3,009,567 | $160,070+1780.2% | $147,117+1945.7% | $145,897+1962.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.70% | 98.69%-91.0pp | 420.54%-412.8pp | 552.29%-544.6pp |
| Employer contribution / active EE | $76,205 | $5,285+1342.0% | $4,932+1445.0% | $4,663+1534.4% |
| Participant deferral / active EE | $3,200 | $8,419-62.0% | $8,065-60.3% | $6,689-52.2% |
| Admin fee / account holder | $1,315,185 | $15,035+8647.3% | $12,993+10022.5% | $13,390+9721.9% |