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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 | $435,996 | $217,432+100.5% | $185,851+134.6% | $167,553+160.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.07% | 148.43%-148.4pp | 122.11%-122.0pp | 478.89%-478.8pp |
| Employer contribution / active EE | $28,750 | $5,874+389.4% | $5,168+456.3% | $4,840+494.1% |
| Participant deferral / active EE | $26,000 | $6,357+309.0% | $5,569+366.9% | $6,343+309.9% |
| Admin fee / account holder | $19,822 | $19,8200% | $16,245+22.0% | $12,316+60.9% |