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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 | $1,896,664 | $160,070+1084.9% | $147,117+1189.2% | $145,897+1200.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.55% | 98.69%-90.1pp | 420.54%-412.0pp | 552.29%-543.7pp |
| Employer contribution / active EE | $23,437 | $5,285+343.5% | $4,932+375.2% | $4,663+402.7% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $28,251 | $15,035+87.9% | $12,993+117.4% | $13,390+111.0% |