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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 | $2,065,259 | $111,535+1751.7% | $105,223+1862.7% | $137,256+1404.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 8.42% | 237.85%-229.4pp | 180.65%-172.2pp | 220.34%-211.9pp |
| Employer contribution / active EE | $21,626 | $3,939+449.0% | $3,689+486.3% | $4,156+420.4% |
| Participant deferral / active EE | $10,326 | $5,500+87.7% | $5,072+103.6% | $6,407+61.2% |
| Admin fee / account holder | $5,667 | $9,721-41.7% | $8,859-36.0% | $12,270-53.8% |