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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 | $2,416,278 | $138,076+1650.0% | $123,553+1855.7% | $135,381+1684.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.33% | 153.70%-167.0pp | 119.21%-132.5pp | 519.81%-533.1pp |
| Employer contribution / active EE | $34,064 | $5,152+561.2% | $4,628+636.0% | $4,779+612.8% |
| Participant deferral / active EE | $23,849 | $6,800+250.7% | $6,426+271.1% | $5,609+325.2% |
| Admin fee / account holder | $216,096 | $10,917+1879.5% | $9,284+2227.5% | $10,828+1895.7% |