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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 | $1,530,040 | $136,307+1022.5% | $106,619+1335.1% | $273,972+458.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | -18.25% | 11.05%-29.3pp | 9.42%-27.7pp | 41.46%-59.7pp |
| Employer contribution / active EE | $16,000 | $5,190+208.3% | $3,947+305.4% | $4,869+228.6% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $16,372 | $8,625+89.8% | $6,418+155.1% | $10,133+61.6% |