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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 | $2,216,040 | $201,372+1000.5% | $184,260+1102.7% | $145,884+1419.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -7.04% | 29.04%-36.1pp | 28.84%-35.9pp | 551.85%-558.9pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $16,800 | $9,808+71.3% | $9,133+84.0% | $6,690+151.1% |
| Admin fee / account holder | $84,143 | $16,362+414.3% | $13,898+505.4% | $13,392+528.3% |