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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 | $2,336,700 | $107,368+2076.3% | $92,915+2414.9% | $152,909+1428.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 9.40% | 145.64%-136.2pp | 109.45%-100.0pp | 345.46%-336.1pp |
| Employer contribution / active EE | $22,650 | $4,222+436.4% | $3,653+520.0% | $4,764+375.5% |
| Participant deferral / active EE | $25,000 | $4,848+415.7% | $4,238+489.9% | $5,851+327.3% |
| Admin fee / account holder | $820 | $7,082-88.4% | $5,796-85.8% | $11,601-92.9% |