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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 | $2,633,444 | $156,970+1577.7% | $121,210+2072.6% | $139,487+1788.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.57% | 1477.10%-1469.5pp | 987.41%-979.8pp | 373.84%-366.3pp |
| Employer contribution / active EE | $5,389 | $5,546-2.8% | $4,171+29.2% | $4,755+13.3% |
| Participant deferral / active EE | $0 | $4,849-100.0% | $4,084-100.0% | $6,713-100.0% |
| Admin fee / account holder | $56,444 | $6,947+712.5% | $5,647+899.5% | $11,407+394.8% |