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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 | $1,188,189 | $87,546+1257.2% | $75,784+1467.9% | $125,389+847.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.14% | 13.49%-17.6pp | 9.68%-13.8pp | 282.24%-286.4pp |
| Employer contribution / active EE | $40,333 | $3,930+926.3% | $3,323+1113.6% | $4,866+728.9% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $23,093 | $6,503+255.1% | $5,300+335.7% | $9,541+142.0% |