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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 | $1,049,286 | $73,848+1320.9% | $143,799+629.7% | $68,486+1432.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.76% | 0.91%-20.7pp | -0.04%-19.7pp | -7.85%-11.9pp |
| Employer contribution / active EE | $38,377 | $3,184+1105.2% | $4,952+675.0% | $2,597+1378.0% |
| Participant deferral / active EE | $21,259 | $3,385+528.1% | $5,638+277.0% | $4,028+427.8% |
| Admin fee / account holder | $146,223 | $5,755+2440.8% | $14,677+896.3% | $5,404+2605.9% |