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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 | $126,519+1620.8% | $106,201+1950.0% | $145,959+1391.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 4.35% | 225.10%-220.8pp | 116.26%-111.9pp | 561.95%-557.6pp |
| Employer contribution / active EE | $46,000 | $3,726+1134.7% | $3,170+1351.3% | $4,661+887.0% |
| Participant deferral / active EE | $30,500 | $5,716+433.6% | $5,012+508.5% | $6,689+356.0% |
| Admin fee / account holder | $150,289 | $17,312+768.1% | $11,039+1261.4% | $13,398+1021.7% |