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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 | $1,570,311 | $96,691+1524.0% | $86,656+1712.1% | $139,487+1025.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 8.94% | 106.87%-97.9pp | 593.09%-584.2pp | 373.84%-364.9pp |
| Employer contribution / active EE | $39,201 | $3,267+1099.9% | $3,025+1195.7% | $4,755+724.5% |
| Participant deferral / active EE | $23,782 | $4,838+391.6% | $4,439+435.7% | $6,713+254.3% |
| Admin fee / account holder | $9,453 | $6,414+47.4% | $5,619+68.2% | $11,407-17.1% |