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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 | $1,912,107 | $169,361+1029.0% | $129,397+1377.7% | $145,877+1210.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 3.40% | 14395.54%-14392.1pp | 9453.98%-9450.6pp | 551.28%-547.9pp |
| Employer contribution / active EE | $43,500 | $5,542+685.0% | $4,154+947.1% | $4,663+832.9% |
| Participant deferral / active EE | $30,000 | $4,987+501.5% | $4,167+619.9% | $6,691+348.4% |
| Admin fee / account holder | $12,150 | $9,903+22.7% | $7,679+58.2% | $13,402-9.3% |