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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 | $1,874,005 | $185,225+911.7% | $142,898+1211.4% | $167,536+1018.6% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 4.49% | 8558.12%-8553.6pp | 5639.64%-5635.2pp | 478.82%-474.3pp |
| Employer contribution / active EE | $48,250 | $5,607+760.5% | $4,146+1063.9% | $4,839+897.1% |
| Participant deferral / active EE | $13,000 | $4,496+189.2% | $3,838+238.7% | $6,342+105.0% |
| Admin fee / account holder | $10,008 | $8,032+24.6% | $6,560+52.6% | $12,315-18.7% |