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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 | $1,641,892 | $88,778+1749.4% | $81,844+1906.1% | $145,884+1025.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.76% | 1033.03%-1024.3pp | 778.87%-770.1pp | 551.85%-543.1pp |
| Employer contribution / active EE | $41,962 | $3,087+1259.3% | $2,916+1338.8% | $4,662+800.0% |
| Participant deferral / active EE | $11,807 | $4,648+154.0% | $4,323+173.1% | $6,690+76.5% |
| Admin fee / account holder | $14,286 | $8,430+69.5% | $7,355+94.2% | $13,392+6.7% |