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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 | $1,420,772 | $138,114+928.7% | $125,391+1033.1% | $134,545+956.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.89% | 750.88%-773.8pp | 572.41%-595.3pp | 418.37%-441.3pp |
| Employer contribution / active EE | $41,833 | $5,246+697.4% | $4,816+768.7% | $4,742+782.3% |
| Participant deferral / active EE | $30,333 | $7,801+288.8% | $7,448+307.3% | $6,401+373.9% |
| Admin fee / account holder | $15,651 | $11,570+35.3% | $10,009+56.4% | $11,431+36.9% |