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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 | $1,434,347 | $180,749+693.6% | $160,784+792.1% | $137,256+945.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 4.03% | 2234.46%-2230.4pp | 1803.92%-1799.9pp | 220.34%-216.3pp |
| Employer contribution / active EE | $25,000 | $4,155+501.7% | $3,733+569.7% | $4,156+501.5% |
| Participant deferral / active EE | $31,000 | $6,844+352.9% | $6,293+392.6% | $6,407+383.9% |
| Admin fee / account holder | $62,331 | $10,397+499.5% | $9,717+541.5% | $12,270+408.0% |