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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 | $424,789 | $176,120+141.2% | $159,487+166.3% | $167,553+153.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.21% | 331.95%-331.7pp | 263.71%-263.5pp | 478.89%-478.7pp |
| Employer contribution / active EE | $7,138 | $5,299+34.7% | $4,831+47.7% | $4,840+47.5% |
| Participant deferral / active EE | $6,500 | $7,752-16.1% | $7,354-11.6% | $6,343+2.5% |
| Admin fee / account holder | $6,250 | $12,561-50.2% | $10,804-42.1% | $12,316-49.3% |