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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 | $1,065,950 | $185,905+473.4% | $170,057+526.8% | $139,487+664.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -1.03% | 60.56%-61.6pp | 53.42%-54.4pp | 373.84%-374.9pp |
| Employer contribution / active EE | $23,000 | $7,597+202.7% | $6,790+238.7% | $4,755+383.7% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $42,367 | $15,397+175.2% | $12,826+230.3% | $11,407+271.4% |