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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 | $1,179,110 | $118,488+895.1% | $98,462+1097.5% | $139,487+745.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | -9.26% | 18.96%-28.2pp | 21.17%-30.4pp | 373.84%-383.1pp |
| Employer contribution / active EE | $25,000 | $3,611+592.4% | $3,049+720.0% | $4,755+425.8% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $40,000 | $13,868+188.4% | $8,875+350.7% | $11,407+250.7% |