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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 | $2,236,154 | $167,533+1234.8% | $151,645+1374.6% | $134,545+1562.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.29% | 7.81%-30.1pp | 3.34%-25.6pp | 418.37%-440.7pp |
| Employer contribution / active EE | $11,557 | $6,828+69.3% | $6,165+87.5% | $4,742+143.7% |
| Participant deferral / active EE | $21,559 | $8,985+139.9% | $8,363+157.8% | $6,401+236.8% |
| Admin fee / account holder | $150,000 | $13,781+988.5% | $11,614+1191.6% | $11,431+1212.3% |