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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 | $3,036,830 | $183,516+1554.8% | $155,534+1852.5% | $145,884+1981.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.60% | 61.43%-53.8pp | 64.92%-57.3pp | 551.85%-544.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $45,000 | $6,467+595.9% | $5,630+699.2% | $6,690+572.7% |
| Admin fee / account holder | $52,464 | $19,293+171.9% | $15,900+230.0% | $13,392+291.8% |