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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 | $3,847,258 | $176,130+2084.3% | $159,495+2312.1% | $167,560+2196.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.42% | 331.97%-323.5pp | 263.72%-255.3pp | 478.94%-470.5pp |
| Employer contribution / active EE | $29,314 | $5,300+453.1% | $4,831+506.7% | $4,840+505.7% |
| Participant deferral / active EE | $23,263 | $7,752+200.1% | $7,354+216.3% | $6,343+266.8% |
| Admin fee / account holder | $665,636 | $12,562+5198.8% | $10,804+6060.7% | $12,317+5304.2% |