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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 | $1,264,123 | $54,679+2211.9% | $76,119+1560.7% | $74,459+1597.7% |
| Participation rate | 100.0% | 60.3%+39.7pp | 69.1%+30.9pp | 67.2%+32.8pp |
| Annual return | 4.05% | 31.90%-27.8pp | 361.25%-357.2pp | 1369.70%-1365.7pp |
| Employer contribution / active EE | $9,560 | $1,781+436.7% | $2,693+255.1% | $2,626+264.1% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $4,259-100.0% | $4,350-100.0% |
| Admin fee / account holder | $29,967 | $2,238+1239.0% | $6,421+366.7% | $1,945+1440.9% |