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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 | $108,922+1494.0% | $100,398+1629.3% | $145,978+1089.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.66% | 58.04%-48.4pp | 49.32%-39.7pp | 550.52%-540.9pp |
| Employer contribution / active EE | $10,000 | $4,426+126.0% | $3,946+153.4% | $4,662+114.5% |
| Participant deferral / active EE | $0 | $8,450-100.0% | $8,084-100.0% | $6,690-100.0% |
| Admin fee / account holder | $82,074 | $9,680+747.8% | $7,893+939.8% | $13,400+512.5% |