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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 | $261,310 | $160,070+63.2% | $147,117+77.6% | $145,897+79.1% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.6pp | 80.3%+15.5pp |
| Annual return | 2.06% | 98.69%-96.6pp | 420.54%-418.5pp | 552.29%-550.2pp |
| Employer contribution / active EE | $29,917 | $5,285+466.1% | $4,932+506.5% | $4,663+541.6% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,211 | $15,035-65.3% | $12,993-59.9% | $13,390-61.1% |