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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 | $226,135+1499.9% | $182,558+1881.8% | $152,909+2266.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 2.89% | 192.60%-189.7pp | 148.59%-145.7pp | 345.46%-342.6pp |
| Employer contribution / active EE | $37,333 | $4,979+649.8% | $4,076+815.9% | $4,764+683.7% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $191,674 | $10,707+1690.1% | $8,594+2130.3% | $11,601+1552.3% |