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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 | $1,069,853 | $254,759+319.9% | $216,567+394.0% | $198,609+438.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | -0.44% | 10.04%-10.5pp | 12.94%-13.4pp | 202.70%-203.1pp |
| Employer contribution / active EE | $1,510 | $6,096-75.2% | $5,216-71.1% | $5,055-70.1% |
| Participant deferral / active EE | $3,404 | $6,948-51.0% | $6,191-45.0% | $6,977-51.2% |
| Admin fee / account holder | $157,846 | $26,311+499.9% | $21,981+618.1% | $19,030+729.4% |