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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 | $461,273 | $174,379+164.5% | $152,093+203.3% | $138,895+232.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 0.11% | 74.86%-74.7pp | 66.36%-66.2pp | 145.39%-145.3pp |
| Employer contribution / active EE | $12,106 | $4,652+160.2% | $4,175+190.0% | $4,194+188.6% |
| Participant deferral / active EE | $10,167 | $6,159+65.1% | $5,451+86.5% | $6,396+58.9% |
| Admin fee / account holder | $25,000 | $16,880+48.1% | $14,497+72.5% | $12,562+99.0% |