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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 | $1,072,796 | $112,131+856.7% | $95,964+1017.9% | $158,982+574.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -5.43% | 171.19%-176.6pp | 91.64%-97.1pp | 302.99%-308.4pp |
| Employer contribution / active EE | $2,859 | $3,199-10.6% | $2,541+12.5% | $4,763-40.0% |
| Participant deferral / active EE | $10,364 | $4,784+116.6% | $4,167+148.7% | $5,983+73.2% |
| Admin fee / account holder | $13,435 | $10,136+32.5% | $6,797+97.7% | $11,252+19.4% |