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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 | $1,874,995 | $181,896+930.8% | $156,551+1097.7% | $273,972+584.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -15.00% | 30.74%-45.7pp | 32.23%-47.2pp | 41.46%-56.5pp |
| Employer contribution / active EE | $17,551 | $6,248+180.9% | $5,501+219.0% | $4,869+260.5% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,323 | $15,560-72.2% | $13,028-66.8% | $10,133-57.3% |