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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 | $1,586,332 | $138,078+1048.9% | $125,363+1165.4% | $134,509+1079.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.81% | 750.49%-777.3pp | 572.15%-599.0pp | 418.13%-444.9pp |
| Employer contribution / active EE | $16,186 | $5,245+208.6% | $4,815+236.2% | $4,741+241.4% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $88,887 | $11,566+668.5% | $10,005+788.4% | $11,427+677.9% |