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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 | $1,201,967 | $153,311+684.0% | $109,313+999.6% | $273,972+338.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -5.24% | 29.86%-35.1pp | 22.07%-27.3pp | 41.46%-46.7pp |
| Employer contribution / active EE | $51,667 | $5,619+819.5% | $3,892+1227.5% | $4,869+961.2% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,718 | $8,076-4.4% | $5,666+36.2% | $10,133-23.8% |