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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 | $4,739,920 | $109,359+4234.3% | $162,185+2822.5% | $72,977+6395.1% |
| Participation rate | 92.9% | 84.3%+8.6pp | 87.6%+5.3pp | 69.5%+23.4pp |
| Annual return | 15.42% | 25.46%-10.0pp | 115.61%-100.2pp | 81.02%-65.6pp |
| Employer contribution / active EE | $31,912 | $3,907+716.7% | $5,613+468.5% | $2,440+1207.8% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $62,895 | $7,972+689.0% | $10,844+480.0% | $5,124+1127.4% |