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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 | $4,658,531 | $107,944+4215.7% | $91,994+4964.0% | $152,885+2947.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | -1.50% | 89.26%-90.8pp | 69.03%-70.5pp | 345.39%-346.9pp |
| Employer contribution / active EE | $56,000 | $4,210+1230.1% | $3,452+1522.2% | $4,763+1075.7% |
| Participant deferral / active EE | $0 | $6,365-100.0% | $5,923-100.0% | $5,851-100.0% |
| Admin fee / account holder | $59,489 | $10,521+465.4% | $7,743+668.2% | $11,598+412.9% |