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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 | $1,184,792 | $167,362+607.9% | $143,799+723.9% | $134,532+780.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.19% | 0.47%-23.7pp | -0.04%-23.1pp | 418.27%-441.5pp |
| Employer contribution / active EE | $34,714 | $5,620+517.6% | $4,952+601.0% | $4,741+632.2% |
| Participant deferral / active EE | $21,624 | $6,447+235.4% | $5,638+283.5% | $6,401+237.8% |
| Admin fee / account holder | $3,535 | $18,094-80.5% | $14,677-75.9% | $11,429-69.1% |