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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 | $1,075,148 | $115,810+828.4% | $101,271+961.6% | $158,966+576.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.02% | 56.15%-56.1pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $13,333 | $4,175+219.3% | $3,660+264.3% | $4,762+180.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $827 | $7,248-88.6% | $5,948-86.1% | $11,250-92.6% |