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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 | $1,082,432 | $201,372+437.5% | $184,260+487.4% | $145,884+642.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -1.68% | 29.04%-30.7pp | 28.84%-30.5pp | 551.85%-553.5pp |
| Employer contribution / active EE | $15,181 | $7,024+116.1% | $6,427+136.2% | $4,662+225.6% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $69,322 | $16,362+323.7% | $13,898+398.8% | $13,392+417.6% |