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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 | $1,779,408 | $165,361+976.1% | $149,715+1088.5% | $158,950+1019.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.39% | 348.24%-342.8pp | 276.66%-271.3pp | 302.91%-297.5pp |
| Employer contribution / active EE | $9,300 | $5,103+82.2% | $4,645+100.2% | $4,762+95.3% |
| Participant deferral / active EE | $11,048 | $7,182+53.8% | $6,842+61.5% | $5,983+84.7% |
| Admin fee / account holder | $75,445 | $10,808+598.0% | $9,310+710.4% | $11,248+570.7% |