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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 | $1,143,379 | $88,815+1187.4% | $81,882+1296.4% | $145,897+683.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -13.68% | 1033.75%-1047.4pp | 779.47%-793.1pp | 552.29%-566.0pp |
| Employer contribution / active EE | $24,512 | $3,086+694.2% | $2,916+740.6% | $4,663+425.7% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,347 | $8,434-84.0% | $7,360-81.7% | $13,390-89.9% |