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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 | $1,530,051 | $92,707+1550.4% | $82,726+1749.5% | $134,493+1037.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.68% | 945.12%-968.8pp | 701.33%-725.0pp | 418.01%-441.7pp |
| Employer contribution / active EE | $28,957 | $3,274+784.5% | $3,009+862.4% | $4,740+510.9% |
| Participant deferral / active EE | $26,945 | $4,801+461.2% | $4,394+513.2% | $6,400+321.0% |
| Admin fee / account holder | $130,657 | $5,980+2084.7% | $5,328+2352.5% | $11,425+1043.6% |