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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 | $2,031,404 | $153,311+1225.0% | $109,313+1758.3% | $273,972+641.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -14.62% | 29.86%-44.5pp | 22.07%-36.7pp | 41.46%-56.1pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,101 | $3,932-21.1% | $3,166-2.1% | $5,287-41.3% |
| Admin fee / account holder | $6,989 | $8,076-13.5% | $5,666+23.3% | $10,133-31.0% |