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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 | $450,765 | $154,193+192.3% | $130,045+246.6% | $139,466+223.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 1.08% | 32.51%-31.4pp | -137.30%+138.4pp | 373.66%-372.6pp |
| Employer contribution / active EE | $10,620 | $5,292+100.7% | $4,321+145.8% | $4,754+123.4% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $15,500 | $13,989+10.8% | $10,600+46.2% | $11,409+35.9% |