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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 | $1,529,193 | $113,338+1249.2% | $94,993+1509.8% | $147,586+936.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 0.59% | 20.80%-20.2pp | 27.14%-26.6pp | 578.59%-578.0pp |
| Employer contribution / active EE | $519 | $3,160-83.6% | $2,603-80.1% | $4,876-89.4% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $26,777 | $6,063+341.7% | $4,960+439.8% | $10,886+146.0% |