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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 | $950,464 | $160,059+493.8% | $140,019+578.8% | $135,380+602.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -15.09% | 911.48%-926.6pp | 651.17%-666.3pp | 519.81%-534.9pp |
| Employer contribution / active EE | $16,483 | $6,420+156.8% | $5,605+194.1% | $4,779+244.9% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $23,374 | $13,328+75.4% | $10,705+118.3% | $10,828+115.9% |