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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 | $1,615,146 | $70,366+2195.4% | $66,674+2322.5% | $138,895+1062.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 9.89% | 386.41%-376.5pp | 321.24%-311.4pp | 145.39%-135.5pp |
| Employer contribution / active EE | $38,627 | $2,765+1297.0% | $2,620+1374.3% | $4,194+821.0% |
| Participant deferral / active EE | $10,292 | $4,374+135.3% | $4,084+152.0% | $6,396+60.9% |
| Admin fee / account holder | $12,500 | $5,262+137.5% | $5,098+145.2% | $12,562-0.5% |