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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 | $159,934+973.9% | $147,005+1068.3% | $145,959+1076.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.55% | 98.24%-92.7pp | 418.76%-413.2pp | 561.95%-556.4pp |
| Employer contribution / active EE | $10,085 | $5,287+90.7% | $4,934+104.4% | $4,661+116.4% |
| Participant deferral / active EE | $19,738 | $8,427+134.2% | $8,070+144.6% | $6,689+195.1% |
| Admin fee / account holder | $70,691 | $15,053+369.6% | $13,006+443.5% | $13,398+427.6% |