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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 | $1,058,597 | $69,248+1428.7% | $64,101+1551.5% | $139,466+659.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.54% | 45.95%-36.4pp | 33.72%-24.2pp | 373.66%-364.1pp |
| Employer contribution / active EE | $14,768 | $3,185+363.7% | $2,749+437.3% | $4,754+210.6% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $8,476 | $4,247+99.6% | $3,070+176.1% | $11,409-25.7% |