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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 | $1,774,789 | $166,268+967.4% | $165,100+975.0% | $145,897+1116.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.11% | 100.52%-93.4pp | 70.21%-63.1pp | 552.29%-545.2pp |
| Employer contribution / active EE | $17,000 | $5,284+221.7% | $4,348+291.0% | $4,663+264.6% |
| Participant deferral / active EE | $30,500 | $6,964+337.9% | $6,035+405.4% | $6,689+356.0% |
| Admin fee / account holder | $108,415 | $16,659+550.8% | $12,696+754.0% | $13,390+709.6% |