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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 | $159,978+63.3% | $147,041+77.7% | $145,978+79.0% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | 2.06% | 98.36%-96.3pp | 419.21%-417.2pp | 550.52%-548.5pp |
| Employer contribution / active EE | $29,917 | $5,288+465.7% | $4,935+506.2% | $4,662+541.7% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,211 | $15,053-65.4% | $13,006-59.9% | $13,400-61.1% |