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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 | $1,237,594 | $181,896+580.4% | $156,551+690.5% | $273,972+351.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -2.32% | 30.74%-33.1pp | 32.23%-34.5pp | 41.46%-43.8pp |
| Employer contribution / active EE | $30,814 | $6,248+393.2% | $5,501+460.1% | $4,869+532.9% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $22,956 | $15,560+47.5% | $13,028+76.2% | $10,133+126.6% |