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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 | $1,544,371 | $88,707+1641.0% | $74,184+1981.8% | $273,972+463.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -3.96% | 11.94%-15.9pp | 17.74%-21.7pp | 41.46%-45.4pp |
| Employer contribution / active EE | $26,500 | $3,159+738.8% | $2,370+1018.1% | $4,869+444.3% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $84,396 | $8,717+868.2% | $5,586+1410.9% | $10,133+732.9% |