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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 | $1,363,366 | $201,259+577.4% | $184,200+640.2% | $145,959+834.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -0.49% | 28.98%-29.5pp | 28.80%-29.3pp | 561.95%-562.4pp |
| Employer contribution / active EE | $6,000 | $7,018-14.5% | $6,424-6.6% | $4,661+28.7% |
| Participant deferral / active EE | $24,000 | $9,806+144.7% | $9,132+162.8% | $6,689+258.8% |
| Admin fee / account holder | $537,500 | $16,372+3183.0% | $13,907+3764.9% | $13,398+3911.8% |