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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 | $129,737+931.9% | $119,126+1023.8% | $154,746+765.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | -2.16% | 379.08%-381.2pp | 282.11%-284.3pp | 172.34%-174.5pp |
| Employer contribution / active EE | $11,764 | $4,375+168.9% | $4,034+191.7% | $4,379+168.6% |
| Participant deferral / active EE | $18,015 | $5,842+208.4% | $5,318+238.8% | $6,730+167.7% |
| Admin fee / account holder | $142,978 | $11,961+1095.4% | $10,693+1237.1% | $14,365+895.3% |