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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 | $6,463,012 | $226,135+2758.0% | $182,558+3440.3% | $152,909+4126.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | -5.23% | 192.60%-197.8pp | 148.59%-153.8pp | 345.46%-350.7pp |
| Employer contribution / active EE | $30,146 | $4,979+505.4% | $4,076+639.6% | $4,764+532.8% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $203,105 | $10,707+1796.9% | $8,594+2263.3% | $11,601+1650.8% |