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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 | $1,549,610 | $127,790+1112.6% | $106,554+1354.3% | $167,553+824.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 5.45% | 33.88%-28.4pp | 26.80%-21.4pp | 478.89%-473.4pp |
| Employer contribution / active EE | $38,500 | $3,427+1023.3% | $2,819+1265.6% | $4,840+695.5% |
| Participant deferral / active EE | $26,000 | $5,088+411.0% | $4,398+491.1% | $6,343+309.9% |
| Admin fee / account holder | $67,938 | $11,231+504.9% | $7,408+817.1% | $12,316+451.6% |