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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 | $424,535 | $160,040+165.3% | $147,096+188.6% | $145,877+191.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.25% | 98.49%-96.2pp | 419.75%-417.5pp | 551.28%-549.0pp |
| Employer contribution / active EE | $11,000 | $5,289+108.0% | $4,936+122.9% | $4,663+135.9% |
| Participant deferral / active EE | $10,000 | $8,429+18.6% | $8,071+23.9% | $6,691+49.5% |
| Admin fee / account holder | $29,711 | $15,050+97.4% | $13,005+128.5% | $13,402+121.7% |