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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 | $1,717,496 | $160,040+973.2% | $147,096+1067.6% | $145,877+1077.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.55% | 98.49%-92.9pp | 419.75%-414.2pp | 551.28%-545.7pp |
| Employer contribution / active EE | $10,085 | $5,289+90.7% | $4,936+104.3% | $4,663+116.3% |
| Participant deferral / active EE | $19,738 | $8,429+134.2% | $8,071+144.5% | $6,691+195.0% |
| Admin fee / account holder | $70,691 | $15,050+369.7% | $13,005+443.6% | $13,402+427.5% |