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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 | $1,127,497 | $138,078+716.6% | $125,363+799.4% | $134,509+738.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.63% | 750.49%-775.1pp | 572.15%-596.8pp | 418.13%-442.8pp |
| Employer contribution / active EE | $25,000 | $5,245+376.7% | $4,815+419.2% | $4,741+427.4% |
| Participant deferral / active EE | $23,750 | $7,800+204.5% | $7,447+218.9% | $6,400+271.1% |
| Admin fee / account holder | $1,496 | $11,566-87.1% | $10,005-85.0% | $11,427-86.9% |