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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 | $2,726,614 | $154,754+1661.9% | $124,206+2095.2% | $138,895+1863.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 9.17% | 709.28%-700.1pp | 515.27%-506.1pp | 145.39%-136.2pp |
| Employer contribution / active EE | $71,730 | $4,446+1513.3% | $3,540+1926.1% | $4,194+1610.2% |
| Participant deferral / active EE | $54,000 | $4,621+1068.6% | $3,968+1261.1% | $6,396+744.3% |
| Admin fee / account holder | $12,312 | $6,690+84.0% | $5,929+107.7% | $12,562-2.0% |