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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 | $1,442,975 | $209,847+587.6% | $189,520+661.4% | $167,518+761.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -12.44% | 748.45%-760.9pp | 555.25%-567.7pp | 478.71%-491.2pp |
| Employer contribution / active EE | $6,363 | $6,913-8.0% | $6,161+3.3% | $4,838+31.5% |
| Participant deferral / active EE | $26,000 | $8,934+191.0% | $8,220+216.3% | $6,342+310.0% |
| Admin fee / account holder | $32,349 | $14,295+126.3% | $12,046+168.5% | $12,312+162.7% |