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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 | $1,523,852 | $152,542+899.0% | $117,498+1196.9% | $134,509+1032.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -22.62% | 53.02%-75.6pp | 29.75%-52.4pp | 418.13%-440.8pp |
| Employer contribution / active EE | $586 | $5,574-89.5% | $4,178-86.0% | $4,741-87.6% |
| Participant deferral / active EE | $17,333 | $4,819+259.7% | $4,071+325.7% | $6,400+170.8% |
| Admin fee / account holder | $31,667 | $7,006+352.0% | $5,646+460.9% | $11,427+177.1% |