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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 | $3,408,760 | $82,028+4055.6% | $123,105+2669.0% | $59,633+5616.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -5.86% | 5.12%-11.0pp | 13.22%-19.1pp | 2041.47%-2047.3pp |
| Employer contribution / active EE | $27,766 | $3,297+742.2% | $5,151+439.1% | $2,203+1160.6% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $122,606 | $5,879+1985.7% | $9,014+1260.2% | $4,297+2753.3% |