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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 | $1,670,698 | $185,883+798.8% | $170,043+882.5% | $139,466+1097.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -7.26% | 60.54%-67.8pp | 53.40%-60.7pp | 373.66%-380.9pp |
| Employer contribution / active EE | $5,250 | $7,596-30.9% | $6,790-22.7% | $4,754+10.4% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $75,061 | $15,393+387.6% | $12,824+485.3% | $11,409+557.9% |