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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 | $2,988,367 | $178,174+1577.2% | $156,181+1813.4% | $137,256+2077.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 3.75% | 84.19%-80.4pp | 64.87%-61.1pp | 220.34%-216.6pp |
| Employer contribution / active EE | $13,300 | $4,972+167.5% | $4,294+209.7% | $4,156+220.0% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $235,834 | $17,404+1255.1% | $14,586+1516.8% | $12,270+1822.0% |