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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 | $2,205,557 | $157,296+1302.2% | $141,191+1462.1% | $152,897+1342.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 9.45% | 64.34%-54.9pp | 71.41%-62.0pp | 345.43%-336.0pp |
| Employer contribution / active EE | $44,274 | $5,262+741.3% | $4,736+834.8% | $4,764+829.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $79,350 | $12,125+554.4% | $10,264+673.1% | $11,599+584.1% |