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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 | $1,537,547 | $167,352+818.8% | $143,788+969.3% | $134,509+1043.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.94% | 0.47%-21.4pp | -0.03%-20.9pp | 418.13%-439.1pp |
| Employer contribution / active EE | $3,567 | $5,620-36.5% | $4,952-28.0% | $4,741-24.8% |
| Participant deferral / active EE | $7,188 | $6,447+11.5% | $5,638+27.5% | $6,400+12.3% |
| Admin fee / account holder | $51,642 | $18,091+185.5% | $14,675+251.9% | $11,427+351.9% |