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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 | $369,647 | $150,445+145.7% | $136,297+171.2% | $147,585+150.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.21% | 1049.14%-1042.9pp | 5156.16%-5149.9pp | 578.57%-572.4pp |
| Employer contribution / active EE | $5,435 | $5,256+3.4% | $4,696+15.7% | $4,876+11.5% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11,326 | $10,906+3.9% | $9,244+22.5% | $10,885+4.0% |