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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 | $2,053,950 | $174,379+1077.9% | $152,093+1250.5% | $138,895+1378.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 7.81% | 74.86%-67.0pp | 66.36%-58.5pp | 145.39%-137.6pp |
| Employer contribution / active EE | $77,000 | $4,652+1555.3% | $4,175+1744.4% | $4,194+1735.9% |
| Participant deferral / active EE | $31,002 | $6,159+403.4% | $5,451+468.7% | $6,396+384.7% |
| Admin fee / account holder | $2,363,001 | $16,880+13898.8% | $14,497+16200.4% | $12,562+18710.5% |