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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 | $1,465,424 | $167,352+775.7% | $143,788+919.2% | $134,509+989.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.73% | 0.47%-26.2pp | -0.03%-25.7pp | 418.13%-443.9pp |
| Employer contribution / active EE | $35,350 | $5,620+529.0% | $4,952+613.9% | $4,741+645.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $15,179 | $18,091-16.1% | $14,675+3.4% | $11,427+32.8% |