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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 | $2,326,485 | $190,862+1118.9% | $159,991+1354.1% | $134,509+1629.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.27% | 552.59%-573.9pp | 408.82%-430.1pp | 418.13%-439.4pp |
| Employer contribution / active EE | $44,976 | $4,995+800.5% | $4,225+964.5% | $4,741+848.8% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,400-100.0% |
| Admin fee / account holder | $167,214 | $10,495+1493.3% | $8,715+1818.8% | $11,427+1363.4% |