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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 | $1,942,725 | $166,131+1069.4% | $164,975+1077.6% | $145,877+1231.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -12.69% | 100.37%-113.1pp | 70.12%-82.8pp | 551.28%-564.0pp |
| Employer contribution / active EE | $36,015 | $5,276+582.7% | $4,343+729.3% | $4,663+672.4% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $7,244 | $16,648-56.5% | $12,688-42.9% | $13,402-45.9% |