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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 | $134,817+893.0% | $123,973+979.9% | $155,188+762.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | -2.16% | 515.49%-517.7pp | 388.13%-390.3pp | 148.84%-151.0pp |
| Employer contribution / active EE | $11,764 | $4,425+165.8% | $4,126+185.1% | $4,248+176.9% |
| Participant deferral / active EE | $18,015 | $5,706+215.7% | $5,247+243.3% | $6,531+175.8% |
| Admin fee / account holder | $142,978 | $13,245+979.5% | $11,799+1111.8% | $14,480+887.4% |