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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 | $118,467+895.3% | $98,450+1097.7% | $139,456+745.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | -9.26% | 18.95%-28.2pp | 21.16%-30.4pp | 373.45%-382.7pp |
| Employer contribution / active EE | $25,000 | $3,611+592.4% | $3,049+720.0% | $4,753+426.0% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,739-100.0% | $6,711-100.0% |
| Admin fee / account holder | $40,000 | $14,057+184.6% | $8,961+346.4% | $11,407+250.7% |