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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 | $225,673+799.8% | $203,872+896.0% | $155,188+1208.5% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 4.50% | 95.91%-91.4pp | 85.11%-80.6pp | 148.84%-144.3pp |
| Employer contribution / active EE | $20,215 | $4,099+393.2% | $3,757+438.0% | $4,248+375.9% |
| Participant deferral / active EE | $11,500 | $6,893+66.8% | $6,388+80.0% | $6,531+76.1% |
| Admin fee / account holder | $46,113 | $12,327+274.1% | $11,730+293.1% | $14,480+218.5% |