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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 | $1,996,753 | $175,259+1039.3% | $149,723+1233.6% | $139,487+1331.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.18% | 166.82%-157.6pp | 134.50%-125.3pp | 373.84%-364.7pp |
| Employer contribution / active EE | $55,268 | $5,478+908.8% | $4,821+1046.3% | $4,755+1062.4% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $109,844 | $16,158+579.8% | $13,215+731.2% | $11,407+862.9% |