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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 | $111,535+1100.3% | $105,223+1172.3% | $137,256+875.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | -2.16% | 237.85%-240.0pp | 180.65%-182.8pp | 220.34%-222.5pp |
| Employer contribution / active EE | $11,764 | $3,939+198.6% | $3,689+218.9% | $4,156+183.1% |
| Participant deferral / active EE | $18,015 | $5,500+227.6% | $5,072+255.2% | $6,407+181.2% |
| Admin fee / account holder | $142,978 | $9,721+1370.8% | $8,859+1514.0% | $12,270+1065.3% |