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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 | $1,293,869 | $100,805+1183.5% | $86,698+1392.4% | $134,532+861.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.18% | 29.09%-51.3pp | 35.95%-58.1pp | 418.27%-440.5pp |
| Employer contribution / active EE | $20,763 | $3,490+494.9% | $2,837+631.9% | $4,741+337.9% |
| Participant deferral / active EE | $9,000 | $5,339+68.6% | $4,656+93.3% | $6,401+40.6% |
| Admin fee / account holder | $2,813 | $10,925-74.2% | $7,493-62.5% | $11,429-75.4% |