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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 | $1,984,465 | $180,749+997.9% | $160,784+1134.2% | $137,256+1345.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 9.14% | 2234.46%-2225.3pp | 1803.92%-1794.8pp | 220.34%-211.2pp |
| Employer contribution / active EE | $50,761 | $4,155+1121.6% | $3,733+1259.9% | $4,156+1121.4% |
| Participant deferral / active EE | $26,208 | $6,844+282.9% | $6,293+316.5% | $6,407+309.1% |
| Admin fee / account holder | $4,903 | $10,397-52.8% | $9,717-49.5% | $12,270-60.0% |