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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 | $1,042,238 | $138,078+654.8% | $125,363+731.4% | $134,509+674.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.49% | 750.49%-778.0pp | 572.15%-599.6pp | 418.13%-445.6pp |
| Employer contribution / active EE | $21,062 | $5,245+301.6% | $4,815+337.5% | $4,741+344.3% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $10,582 | $11,566-8.5% | $10,005+5.8% | $11,427-7.4% |