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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 | $2,177,112 | $125,237+1638.4% | $105,608+1961.5% | $145,877+1392.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 4.35% | 225.76%-221.4pp | 116.50%-112.2pp | 551.28%-546.9pp |
| Employer contribution / active EE | $46,000 | $3,720+1136.4% | $3,167+1352.5% | $4,663+886.5% |
| Participant deferral / active EE | $30,500 | $5,711+434.1% | $5,010+508.8% | $6,691+355.9% |
| Admin fee / account holder | $150,289 | $17,287+769.4% | $11,028+1262.8% | $13,402+1021.4% |