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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 | $2,265,115 | $217,432+941.8% | $185,851+1118.8% | $167,553+1251.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -0.38% | 148.43%-148.8pp | 122.11%-122.5pp | 478.89%-479.3pp |
| Employer contribution / active EE | $30,120 | $5,874+412.7% | $5,168+482.8% | $4,840+522.4% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $154,104 | $19,820+677.5% | $16,245+848.6% | $12,316+1151.2% |