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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 | $1,062,506 | $137,414+673.2% | $189,545+460.6% | $85,851+1137.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | -7.15% | 38.14%-45.3pp | 555.36%-562.5pp | 318.63%-325.8pp |
| Employer contribution / active EE | $12,349 | $4,344+184.3% | $6,162+100.4% | $2,565+381.4% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $37,978 | $8,630+340.1% | $12,049+215.2% | $6,261+506.6% |