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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 | $2,671,075 | $210,698+1167.7% | $178,014+1400.5% | $145,959+1730.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.13% | 386.27%-386.1pp | 294.80%-294.7pp | 561.95%-561.8pp |
| Employer contribution / active EE | $18,750 | $4,567+310.5% | $3,950+374.7% | $4,661+302.3% |
| Participant deferral / active EE | $15,250 | $6,958+119.2% | $6,276+143.0% | $6,689+128.0% |
| Admin fee / account holder | $1,405 | $12,016-88.3% | $10,362-86.4% | $13,398-89.5% |