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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 | $2,969,351 | $185,883+1497.4% | $170,043+1646.2% | $139,466+2029.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -0.34% | 60.54%-60.9pp | 53.40%-53.7pp | 373.66%-374.0pp |
| Employer contribution / active EE | $11,250 | $7,596+48.1% | $6,790+65.7% | $4,754+136.6% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,375 | $15,393-78.1% | $12,824-73.7% | $11,409-70.4% |