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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 | $1,033,788 | $61,787+1573.2% | $97,197+963.6% | $80,925+1177.5% |
| Participation rate | 97.5% | 63.5%+34.0pp | 72.7%+24.8pp | 67.7%+29.8pp |
| Annual return | 7.30% | -558.16%+565.5pp | 75.47%-68.2pp | 35.65%-28.3pp |
| Employer contribution / active EE | $2,493 | $1,836+35.8% | $2,723-8.4% | $2,756-9.6% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,263-100.0% | $4,299-100.0% |
| Admin fee / account holder | $34,328 | $5,170+564.0% | $5,637+509.0% | $6,940+394.6% |