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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 | $1,462,960 | $115,814+1163.2% | $101,275+1344.5% | $158,982+820.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -12.57% | 56.16%-68.7pp | 46.48%-59.1pp | 302.99%-315.6pp |
| Employer contribution / active EE | $57,000 | $4,176+1265.0% | $3,660+1457.3% | $4,763+1096.8% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $66,431 | $7,249+816.4% | $5,948+1016.9% | $11,252+490.4% |