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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 | $1,088,120 | $134,001+712.0% | $112,258+869.3% | $134,509+709.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.24% | 47.15%-70.4pp | 27.47%-50.7pp | 418.13%-441.4pp |
| Employer contribution / active EE | $9,922 | $4,039+145.6% | $3,636+172.9% | $4,741+109.3% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $51,805 | $7,491+591.6% | $6,411+708.0% | $11,427+353.4% |