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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 | $1,324,066 | $181,896+627.9% | $156,551+745.8% | $273,972+383.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -1.87% | 30.74%-32.6pp | 32.23%-34.1pp | 41.46%-43.3pp |
| Employer contribution / active EE | $49,986 | $6,248+700.0% | $5,501+808.6% | $4,869+926.7% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $137,791 | $15,560+785.5% | $13,028+957.6% | $10,133+1259.9% |