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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 | $501,158 | $148,623+237.2% | $135,974+268.6% | $139,466+259.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.10% | 79.30%-79.2pp | 68.30%-68.2pp | 373.66%-373.6pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $20,000 | $8,103+146.8% | $7,760+157.7% | $6,712+198.0% |
| Admin fee / account holder | $48,733 | $12,406+292.8% | $10,767+352.6% | $11,409+327.2% |