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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 | $4,313,484 | $138,385+3017.0% | $184,200+2241.7% | $80,874+5233.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | -33.82% | 20.02%-53.8pp | 28.80%-62.6pp | 35.62%-69.4pp |
| Employer contribution / active EE | $36,901 | $4,849+660.9% | $6,424+474.4% | $2,756+1239.1% |
| Participant deferral / active EE | $0 | $7,073-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $71,920 | $10,483+586.0% | $13,907+417.1% | $6,935+937.0% |