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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 | $1,073,011 | $102,663+945.2% | $86,216+1144.6% | $139,466+669.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -6.78% | 1924.52%-1931.3pp | 1169.42%-1176.2pp | 373.66%-380.4pp |
| Employer contribution / active EE | $9,286 | $3,035+206.0% | $2,382+289.9% | $4,754+95.3% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $644 | $8,663-92.6% | $6,853-90.6% | $11,409-94.4% |