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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 | $1,657,388 | $167,504+889.5% | $151,628+993.1% | $134,509+1132.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -34.77% | 7.81%-42.6pp | 3.34%-38.1pp | 418.13%-452.9pp |
| Employer contribution / active EE | $32,440 | $6,828+375.1% | $6,165+426.2% | $4,741+584.3% |
| Participant deferral / active EE | $17,925 | $8,985+99.5% | $8,363+114.3% | $6,400+180.1% |
| Admin fee / account holder | $77,500 | $13,779+462.5% | $11,613+567.4% | $11,427+578.2% |