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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 | $2,476,296 | $184,000+1245.8% | $162,185+1426.8% | $152,909+1519.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | -2.37% | 150.80%-153.2pp | 115.61%-118.0pp | 345.46%-347.8pp |
| Employer contribution / active EE | $30,000 | $6,370+370.9% | $5,613+434.5% | $4,764+529.7% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,375 | $13,124-74.3% | $10,844-68.9% | $11,601-70.9% |