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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 | $201,264+577.4% | $184,185+640.2% | $145,978+834.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -0.49% | 29.00%-29.5pp | 28.81%-29.3pp | 550.52%-551.0pp |
| Employer contribution / active EE | $6,000 | $7,021-14.5% | $6,426-6.6% | $4,662+28.7% |
| Participant deferral / active EE | $24,000 | $9,806+144.7% | $9,132+162.8% | $6,690+258.8% |
| Admin fee / account holder | $537,500 | $16,376+3182.3% | $13,909+3764.4% | $13,400+3911.1% |