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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 | $1,942,725 | $166,020+1070.2% | $164,866+1078.4% | $145,959+1231.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -12.69% | 100.08%-112.8pp | 69.97%-82.7pp | 561.95%-574.6pp |
| Employer contribution / active EE | $36,015 | $5,275+582.8% | $4,343+729.3% | $4,661+672.7% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,244 | $16,644-56.5% | $12,689-42.9% | $13,398-45.9% |