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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 | $2,030,614 | $208,088+875.8% | $186,193+990.6% | $154,746+1212.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 4.50% | 89.97%-85.5pp | 78.03%-73.5pp | 172.34%-167.8pp |
| Employer contribution / active EE | $20,215 | $4,340+365.8% | $3,918+415.9% | $4,379+361.6% |
| Participant deferral / active EE | $11,500 | $7,078+62.5% | $6,513+76.6% | $6,730+70.9% |
| Admin fee / account holder | $46,113 | $11,698+294.2% | $11,058+317.0% | $14,365+221.0% |