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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 | $335,261 | $111,535+200.6% | $105,223+218.6% | $137,256+144.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 6.70% | 237.85%-231.2pp | 180.65%-174.0pp | 220.34%-213.6pp |
| Employer contribution / active EE | $8,933 | $3,939+126.8% | $3,689+142.2% | $4,156+114.9% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $525,107 | $9,721+5301.5% | $8,859+5827.5% | $12,270+4179.5% |