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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 | $1,900,929 | $138,114+1276.3% | $125,391+1416.0% | $134,545+1312.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.17% | 750.88%-774.1pp | 572.41%-595.6pp | 418.37%-441.5pp |
| Employer contribution / active EE | $9,744 | $5,246+85.7% | $4,816+102.3% | $4,742+105.5% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $101,200 | $11,570+774.7% | $10,009+911.1% | $11,431+785.3% |