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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 | $1,723,567 | $81,504+2014.7% | $102,437+1582.6% | $80,959+2028.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -28.84% | 25.60%-54.4pp | 24.95%-53.8pp | 35.67%-64.5pp |
| Employer contribution / active EE | $32,302 | $3,104+940.8% | $3,871+734.5% | $2,757+1071.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $417,561 | $6,719+6114.3% | $8,388+4878.1% | $6,925+5929.5% |