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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 | $1,918,485 | $183,539+945.3% | $155,556+1133.3% | $145,897+1215.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.32% | 61.31%-56.0pp | 64.84%-59.5pp | 552.29%-547.0pp |
| Employer contribution / active EE | $33,000 | $5,315+520.9% | $4,675+605.8% | $4,663+607.8% |
| Participant deferral / active EE | $5,655 | $6,467-12.6% | $5,631+0.4% | $6,689-15.5% |
| Admin fee / account holder | $12,313 | $19,275-36.1% | $15,885-22.5% | $13,390-8.0% |