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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 | $4,116,578 | $148,651+2669.3% | $135,998+2926.9% | $139,500+2850.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.25% | 79.36%-69.1pp | 68.37%-58.1pp | 373.99%-363.7pp |
| Employer contribution / active EE | $32,474 | $5,247+518.9% | $4,860+568.3% | $4,755+582.9% |
| Participant deferral / active EE | $30,000 | $8,103+270.2% | $7,761+286.6% | $6,713+346.9% |
| Admin fee / account holder | $1,309,917 | $12,409+10456.2% | $10,769+12063.6% | $11,410+11380.1% |