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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 | $2,286,371 | $148,629+1438.3% | $135,982+1581.4% | $139,487+1539.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.14% | 79.33%-71.2pp | 68.32%-60.2pp | 373.84%-365.7pp |
| Employer contribution / active EE | $36,600 | $5,247+597.6% | $4,859+653.2% | $4,755+669.8% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $152,127 | $12,406+1126.2% | $10,767+1312.9% | $11,407+1233.6% |