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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 | $125,190+1639.0% | $105,624+1961.2% | $145,897+1392.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 4.35% | 225.22%-220.9pp | 116.20%-111.9pp | 552.29%-547.9pp |
| Employer contribution / active EE | $46,000 | $3,720+1136.5% | $3,168+1352.2% | $4,663+886.6% |
| Participant deferral / active EE | $30,500 | $5,716+433.6% | $5,013+508.5% | $6,689+356.0% |
| Admin fee / account holder | $150,289 | $17,138+776.9% | $10,961+1271.1% | $13,390+1022.4% |