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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 | $1,425,031 | $165,381+761.7% | $149,730+851.7% | $158,966+796.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -2.39% | 348.29%-350.7pp | 276.70%-279.1pp | 302.95%-305.3pp |
| Employer contribution / active EE | $17,269 | $5,104+238.3% | $4,645+271.8% | $4,762+262.6% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $121,384 | $10,809+1022.9% | $9,310+1203.7% | $11,250+979.0% |