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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 | $1,364,811 | $106,280+1184.2% | $96,538+1313.8% | $139,487+878.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -3.85% | 38.48%-42.3pp | 35.74%-39.6pp | 373.84%-377.7pp |
| Employer contribution / active EE | $34,019 | $4,107+728.3% | $3,740+809.6% | $4,755+615.5% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $14,086 | $7,888+78.6% | $6,737+109.1% | $11,407+23.5% |