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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 | $1,961,090 | $209,336+836.8% | $197,124+894.9% | $137,256+1328.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -8.31% | 48.09%-56.4pp | 44.34%-52.7pp | 220.34%-228.6pp |
| Employer contribution / active EE | $4,200 | $6,591-36.3% | $6,227-32.6% | $4,156+1.1% |
| Participant deferral / active EE | $21,375 | $9,614+122.3% | $9,135+134.0% | $6,407+233.6% |
| Admin fee / account holder | $131,572 | $17,308+660.2% | $16,298+707.3% | $12,270+972.3% |