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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 | $1,996,957 | $157,296+1169.6% | $141,191+1314.4% | $152,897+1206.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -7.14% | 64.34%-71.5pp | 71.41%-78.6pp | 345.43%-352.6pp |
| Employer contribution / active EE | $5,650 | $5,262+7.4% | $4,736+19.3% | $4,764+18.6% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $50,261 | $12,125+314.5% | $10,264+389.7% | $11,599+333.3% |