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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 | $1,727,748 | $175,259+885.8% | $149,723+1054.0% | $139,487+1138.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.09% | 166.82%-162.7pp | 134.50%-130.4pp | 373.84%-369.8pp |
| Employer contribution / active EE | $21,722 | $5,478+296.5% | $4,821+350.5% | $4,755+356.9% |
| Participant deferral / active EE | $72,832 | $6,522+1016.8% | $5,682+1181.7% | $6,713+985.0% |
| Admin fee / account holder | $67,965 | $16,158+320.6% | $13,215+414.3% | $11,407+495.8% |