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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 | $2,312,363 | $105,856+2084.4% | $90,161+2464.7% | $147,586+1466.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | -0.73% | 37.63%-38.4pp | 34.89%-35.6pp | 578.59%-579.3pp |
| Employer contribution / active EE | $31,556 | $4,126+664.7% | $3,318+851.0% | $4,876+547.1% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $129,745 | $8,046+1512.5% | $5,943+2083.1% | $10,886+1091.9% |