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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 | $1,300,409 | $167,362+677.0% | $143,799+804.3% | $134,532+866.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.14% | 0.47%-26.6pp | -0.04%-26.1pp | 418.27%-444.4pp |
| Employer contribution / active EE | $1,667 | $5,620-70.3% | $4,952-66.3% | $4,741-64.8% |
| Participant deferral / active EE | $5,088 | $6,447-21.1% | $5,638-9.8% | $6,401-20.5% |
| Admin fee / account holder | $1,980 | $18,094-89.1% | $14,677-86.5% | $11,429-82.7% |