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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 | $2,316,125 | $124,330+1762.9% | $109,173+2021.5% | $167,536+1282.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 3.95% | 26.04%-22.1pp | 25.75%-21.8pp | 478.82%-474.9pp |
| Employer contribution / active EE | $57,000 | $4,209+1254.2% | $3,723+1431.1% | $4,839+1077.9% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $21,092 | $7,974+164.5% | $6,755+212.2% | $12,315+71.3% |