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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 | $1,497,685 | $167,362+794.9% | $143,799+941.5% | $134,532+1013.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -30.27% | 0.47%-30.7pp | -0.04%-30.2pp | 418.27%-448.5pp |
| Employer contribution / active EE | $19,000 | $5,620+238.1% | $4,952+283.7% | $4,741+300.8% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $51,452 | $18,094+184.4% | $14,677+250.6% | $11,429+350.2% |