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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 | $3,618,016 | $226,046+1500.6% | $182,508+1882.4% | $152,870+2266.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 2.89% | 192.52%-189.6pp | 148.54%-145.7pp | 345.34%-342.5pp |
| Employer contribution / active EE | $37,333 | $4,977+650.2% | $4,075+816.2% | $4,763+683.9% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,525-100.0% | $5,850-100.0% |
| Admin fee / account holder | $191,674 | $10,704+1690.7% | $8,592+2130.8% | $11,597+1552.9% |