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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 | $1,899,138 | $149,040+1174.2% | $120,225+1479.7% | $137,256+1283.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 8.28% | 605.68%-597.4pp | 439.23%-430.9pp | 220.34%-212.1pp |
| Employer contribution / active EE | $2,400 | $4,350-44.8% | $3,475-30.9% | $4,156-42.3% |
| Participant deferral / active EE | $2,600 | $4,655-44.1% | $3,999-35.0% | $6,407-59.4% |
| Admin fee / account holder | $25,940 | $6,348+308.7% | $5,696+355.4% | $12,270+111.4% |