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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 | $1,961,020 | $185,856+955.1% | $170,028+1053.3% | $139,456+1306.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -6.72% | 60.52%-67.2pp | 53.39%-60.1pp | 373.45%-380.2pp |
| Employer contribution / active EE | $40,073 | $7,593+427.8% | $6,788+490.4% | $4,753+743.2% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $224,486 | $15,387+1358.9% | $12,820+1651.0% | $11,407+1868.0% |