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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 | $704,478 | $45,152+1460.2% | $73,835+854.1% | $59,633+1081.3% |
| Participation rate | 97.1% | 64.0%+33.0pp | 73.4%+23.6pp | 68.7%+28.4pp |
| Annual return | -6.05% | 27.40%-33.5pp | 2268.13%-2274.2pp | 2041.40%-2047.4pp |
| Employer contribution / active EE | $11,205 | $1,901+489.3% | $2,788+302.0% | $2,203+408.7% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $22,476 | $3,515+539.5% | $4,880+360.6% | $4,297+423.1% |