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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 | $1,338,788 | $171,492+680.7% | $150,734+788.2% | $198,609+574.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | -2.16% | 804.70%-806.9pp | 600.81%-603.0pp | 202.70%-204.9pp |
| Employer contribution / active EE | $11,764 | $5,470+115.1% | $4,918+139.2% | $5,055+132.7% |
| Participant deferral / active EE | $18,015 | $6,259+187.8% | $5,610+221.1% | $6,977+158.2% |
| Admin fee / account holder | $142,978 | $17,628+711.1% | $14,905+859.2% | $19,030+651.3% |