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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 | $1,773,720 | $165,381+972.5% | $149,730+1084.6% | $158,966+1015.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.73% | 348.29%-345.6pp | 276.70%-274.0pp | 302.95%-300.2pp |
| Employer contribution / active EE | $12,917 | $5,104+153.1% | $4,645+178.1% | $4,762+171.2% |
| Participant deferral / active EE | $8,667 | $7,182+20.7% | $6,843+26.7% | $5,983+44.9% |
| Admin fee / account holder | $464,319 | $10,809+4195.5% | $9,310+4887.1% | $11,250+4027.3% |