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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 | $1,021,251 | $140,592+626.4% | $123,106+729.6% | $125,388+714.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -8.31% | 16.80%-25.1pp | 13.22%-21.5pp | 282.24%-290.5pp |
| Employer contribution / active EE | $22,985 | $6,041+280.5% | $5,151+346.2% | $4,866+372.4% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $13,323 | $11,198+19.0% | $9,015+47.8% | $9,541+39.6% |