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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 | $412,738 | $198,457+108.0% | $170,435+142.2% | $147,586+179.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.91% | 257.30%-256.4pp | 205.94%-205.0pp | 578.59%-577.7pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $13,152 | $5,629+133.6% | $4,939+166.3% | $5,439+141.8% |
| Admin fee / account holder | $124,385 | $16,852+638.1% | $13,881+796.1% | $10,886+1042.6% |