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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 | $1,108,897 | $111,814+891.7% | $103,378+972.7% | $145,978+659.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -2.17% | 24.80%-27.0pp | 24.91%-27.1pp | 550.52%-552.7pp |
| Employer contribution / active EE | $26,714 | $4,215+533.8% | $3,870+590.2% | $4,662+473.0% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $63,449 | $9,764+549.8% | $8,401+655.3% | $13,400+373.5% |