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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 | $638,236 | $160,059+298.8% | $140,019+355.8% | $135,380+371.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.28% | 911.48%-920.8pp | 651.17%-660.4pp | 519.81%-529.1pp |
| Employer contribution / active EE | $16,270 | $6,420+153.4% | $5,605+190.3% | $4,779+240.5% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $26,319 | $13,328+97.5% | $10,705+145.8% | $10,828+143.1% |