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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 | $1,627,041 | $111,535+1358.8% | $105,223+1446.3% | $137,256+1085.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 8.44% | 237.85%-229.4pp | 180.65%-172.2pp | 220.34%-211.9pp |
| Employer contribution / active EE | $6,685 | $3,939+69.7% | $3,689+81.2% | $4,156+60.9% |
| Participant deferral / active EE | $6,775 | $5,500+23.2% | $5,072+33.6% | $6,407+5.8% |
| Admin fee / account holder | $250,000 | $9,721+2471.6% | $8,859+2722.1% | $12,270+1937.5% |