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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 | $1,771,106 | $150,447+1077.2% | $136,298+1199.4% | $147,586+1100.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 1.91% | 1049.15%-1047.2pp | 5156.27%-5154.4pp | 578.59%-576.7pp |
| Employer contribution / active EE | $47,850 | $5,256+810.3% | $4,696+919.0% | $4,876+881.3% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,759 | $10,906-47.2% | $9,244-37.7% | $10,886-47.1% |