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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 | $997,453 | $138,114+622.2% | $125,391+695.5% | $134,545+641.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.28% | 750.88%-773.2pp | 572.41%-594.7pp | 418.37%-440.6pp |
| Employer contribution / active EE | $7,781 | $5,246+48.3% | $4,816+61.6% | $4,742+64.1% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $41,541 | $11,570+259.0% | $10,009+315.0% | $11,431+263.4% |