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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 | $2,182,567 | $190,862+1043.5% | $159,991+1264.2% | $134,509+1522.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.54% | 552.59%-573.1pp | 408.82%-429.4pp | 418.13%-438.7pp |
| Employer contribution / active EE | $27,750 | $4,995+455.6% | $4,225+556.8% | $4,741+485.4% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,400-100.0% |
| Admin fee / account holder | $150,000 | $10,495+1329.3% | $8,715+1621.2% | $11,427+1212.7% |