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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 | $1,930,522 | $88,778+2074.5% | $81,844+2258.8% | $145,884+1223.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 0.18% | 1033.03%-1032.8pp | 778.87%-778.7pp | 551.85%-551.7pp |
| Employer contribution / active EE | $110,015 | $3,087+3463.9% | $2,916+3672.2% | $4,662+2259.7% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $39,434 | $8,430+367.8% | $7,355+436.1% | $13,392+194.5% |