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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 | $2,170,390 | $167,353+1196.9% | $143,797+1409.3% | $134,545+1513.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -29.04% | 0.48%-29.5pp | -0.04%-29.0pp | 418.37%-447.4pp |
| Employer contribution / active EE | $18,901 | $5,620+236.3% | $4,952+281.7% | $4,742+298.6% |
| Participant deferral / active EE | $19,000 | $6,447+194.7% | $5,638+237.0% | $6,401+196.8% |
| Admin fee / account holder | $139,193 | $18,096+669.2% | $14,679+848.2% | $11,431+1117.7% |