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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 | $320,822 | $160,070+100.4% | $147,117+118.1% | $145,897+119.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.09% | 98.69%-93.6pp | 420.54%-415.5pp | 552.29%-547.2pp |
| Employer contribution / active EE | $1,740 | $5,285-67.1% | $4,932-64.7% | $4,663-62.7% |
| Participant deferral / active EE | $15,225 | $8,419+80.8% | $8,065+88.8% | $6,689+127.6% |
| Admin fee / account holder | $2,932 | $15,035-80.5% | $12,993-77.4% | $13,390-78.1% |