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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 | $2,628,958 | $72,071+3547.7% | $68,368+3745.3% | $137,256+1815.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.04% | 353.14%-341.1pp | 292.57%-280.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $28,196 | $2,788+911.4% | $2,649+964.4% | $4,156+578.4% |
| Participant deferral / active EE | $19,183 | $4,410+335.0% | $4,123+365.3% | $6,407+199.4% |
| Admin fee / account holder | $43,713 | $5,336+719.3% | $5,150+748.8% | $12,270+256.3% |