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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 | $1,714,215 | $99,011+1631.3% | $86,582+1879.9% | $147,586+1061.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.32% | 1312.75%-1305.4pp | 965.08%-957.8pp | 578.59%-571.3pp |
| Employer contribution / active EE | $25,217 | $3,132+705.1% | $2,839+788.1% | $4,876+417.1% |
| Participant deferral / active EE | $24,000 | $3,972+504.2% | $3,609+565.1% | $5,439+341.3% |
| Admin fee / account holder | $47,813 | $5,709+737.5% | $4,904+875.0% | $10,886+339.2% |