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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 | $2,819,514 | $85,766+3187.4% | $136,298+1968.6% | $70,126+3920.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 11.70% | 31.46%-19.8pp | 5156.27%-5144.6pp | 73.15%-61.5pp |
| Employer contribution / active EE | $34,121 | $2,966+1050.4% | $4,696+626.6% | $2,343+1356.6% |
| Participant deferral / active EE | $24,271 | $5,051+380.5% | $6,247+288.5% | $3,332+628.4% |
| Admin fee / account holder | $486,977 | $5,421+8883.7% | $9,244+5168.1% | $4,646+10382.8% |