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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 | $1,130,942 | $160,059+606.6% | $140,019+707.7% | $135,379+735.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -17.29% | 911.44%-928.7pp | 651.15%-668.4pp | 519.79%-537.1pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,052 | $7,641+31.6% | $6,927+45.1% | $5,609+79.2% |
| Admin fee / account holder | $306,755 | $13,328+2201.6% | $10,705+2765.4% | $10,828+2733.0% |