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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 | $350,952 | $157,304+123.1% | $141,197+148.6% | $152,909+129.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 1.08% | 64.34%-63.3pp | 71.41%-70.3pp | 345.46%-344.4pp |
| Employer contribution / active EE | $39,579 | $5,263+652.1% | $4,736+735.7% | $4,764+730.8% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $28,299 | $12,126+133.4% | $10,265+175.7% | $11,601+143.9% |