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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 | $169,336+1029.2% | $129,384+1377.9% | $145,884+1210.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 3.40% | 14408.70%-14405.3pp | 9461.77%-9458.4pp | 551.85%-548.5pp |
| Employer contribution / active EE | $43,500 | $5,540+685.2% | $4,153+947.4% | $4,662+833.0% |
| Participant deferral / active EE | $30,000 | $4,985+501.8% | $4,166+620.2% | $6,690+348.5% |
| Admin fee / account holder | $12,150 | $9,912+22.6% | $7,686+58.1% | $13,392-9.3% |