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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 | $1,493,221 | $118,708+1157.9% | $98,920+1409.5% | $158,982+839.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 1.53% | 372.49%-371.0pp | 196.47%-194.9pp | 302.99%-301.5pp |
| Employer contribution / active EE | $37,500 | $3,334+1024.8% | $2,689+1294.4% | $4,763+687.3% |
| Participant deferral / active EE | $26,000 | $5,089+410.9% | $4,245+512.5% | $5,983+334.5% |
| Admin fee / account holder | $65,528 | $10,134+546.6% | $6,643+886.5% | $11,252+482.4% |