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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 | $2,838,674 | $211,946+1239.3% | $169,452+1575.2% | $135,380+1996.8% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -11.09% | 3.26%-14.4pp | 1.83%-12.9pp | 519.81%-530.9pp |
| Employer contribution / active EE | $511 | $5,117-90.0% | $4,157-87.7% | $4,779-89.3% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $84,763 | $11,472+638.9% | $9,110+830.5% | $10,828+682.8% |