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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 | $991,013 | $185,905+433.1% | $170,057+482.8% | $139,487+610.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -2.99% | 60.56%-63.6pp | 53.42%-56.4pp | 373.84%-376.8pp |
| Employer contribution / active EE | $1,924 | $7,597-74.7% | $6,790-71.7% | $4,755-59.5% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $79,140 | $15,397+414.0% | $12,826+517.0% | $11,407+593.8% |