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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 | $1,736,186 | $108,897+1494.3% | $100,378+1629.6% | $145,877+1090.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.66% | 58.17%-48.5pp | 49.41%-39.8pp | 551.28%-541.6pp |
| Employer contribution / active EE | $10,000 | $4,420+126.2% | $3,942+153.7% | $4,663+114.5% |
| Participant deferral / active EE | $0 | $8,455-100.0% | $8,087-100.0% | $6,691-100.0% |
| Admin fee / account holder | $82,074 | $9,690+747.0% | $7,899+939.0% | $13,402+512.4% |