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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 | $1,077,907 | $93,071+1058.2% | $74,583+1345.2% | $273,968+293.4% |
| Participation rate | 90.0% | 74.9%+15.1pp | 68.1%+21.9pp | 83.0%+7.0pp |
| Annual return | -2.29% | 26.18%-28.5pp | 20.47%-22.8pp | 41.45%-43.7pp |
| Employer contribution / active EE | $2,500 | $3,160-20.9% | $2,525-1.0% | $4,869-48.7% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $58,359 | $5,272+1006.9% | $4,138+1310.4% | $10,132+476.0% |