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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 | $2,842,298 | $167,522+1596.7% | $151,639+1774.4% | $134,532+2012.7% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -22.57% | 7.81%-30.4pp | 3.34%-25.9pp | 418.27%-440.8pp |
| Employer contribution / active EE | $38,176 | $6,828+459.1% | $6,165+519.2% | $4,741+705.2% |
| Participant deferral / active EE | $20,910 | $8,986+132.7% | $8,363+150.0% | $6,401+226.7% |
| Admin fee / account holder | $39,723 | $13,780+188.3% | $11,613+242.1% | $11,429+247.6% |