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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 | $1,720,204 | $202,463+749.6% | $169,397+915.5% | $139,487+1133.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -4.24% | 532.64%-536.9pp | 406.23%-410.5pp | 373.84%-378.1pp |
| Employer contribution / active EE | $15,231 | $4,694+224.5% | $4,013+279.5% | $4,755+220.3% |
| Participant deferral / active EE | $10,000 | $6,941+44.1% | $6,223+60.7% | $6,713+49.0% |
| Admin fee / account holder | $189,415 | $10,726+1665.9% | $9,017+2000.6% | $11,407+1560.5% |