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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 | $1,491,400 | $150,447+891.3% | $136,298+994.2% | $147,586+910.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.84% | 1049.15%-1039.3pp | 5156.27%-5146.4pp | 578.59%-568.8pp |
| Employer contribution / active EE | $8,262 | $5,256+57.2% | $4,696+75.9% | $4,876+69.4% |
| Participant deferral / active EE | $4,800 | $6,631-27.6% | $6,247-23.2% | $5,439-11.7% |
| Admin fee / account holder | $36,226 | $10,906+232.2% | $9,244+291.9% | $10,886+232.8% |