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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 | $2,520,282 | $167,362+1405.9% | $143,799+1652.6% | $134,532+1773.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -30.60% | 0.47%-31.1pp | -0.04%-30.6pp | 418.27%-448.9pp |
| Employer contribution / active EE | $7,265 | $5,620+29.3% | $4,952+46.7% | $4,741+53.2% |
| Participant deferral / active EE | $18,625 | $6,447+188.9% | $5,638+230.3% | $6,401+191.0% |
| Admin fee / account holder | $81,649 | $18,094+351.3% | $14,677+456.3% | $11,429+614.4% |