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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 | $166,131+968.3% | $164,975+975.8% | $145,877+1116.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.11% | 100.37%-93.3pp | 70.12%-63.0pp | 551.28%-544.2pp |
| Employer contribution / active EE | $17,000 | $5,276+222.2% | $4,343+291.5% | $4,663+264.6% |
| Participant deferral / active EE | $30,500 | $6,962+338.1% | $6,033+405.5% | $6,691+355.9% |
| Admin fee / account holder | $108,415 | $16,648+551.2% | $12,688+754.5% | $13,402+708.9% |