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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 | $1,336,026 | $165,361+707.9% | $149,715+792.4% | $158,950+740.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -2.86% | 348.24%-351.1pp | 276.66%-279.5pp | 302.91%-305.8pp |
| Employer contribution / active EE | $9,377 | $5,103+83.7% | $4,645+101.9% | $4,762+96.9% |
| Participant deferral / active EE | $14,333 | $7,182+99.6% | $6,842+109.5% | $5,983+139.6% |
| Admin fee / account holder | $3,557 | $10,808-67.1% | $9,310-61.8% | $11,248-68.4% |