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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 | $431,422 | $202,463+113.1% | $169,397+154.7% | $139,487+209.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 0.16% | 532.64%-532.5pp | 406.23%-406.1pp | 373.84%-373.7pp |
| Employer contribution / active EE | $15,432 | $4,694+228.8% | $4,013+284.5% | $4,755+224.6% |
| Participant deferral / active EE | $30,000 | $6,941+332.2% | $6,223+382.1% | $6,713+346.9% |
| Admin fee / account holder | $50,000 | $10,726+366.1% | $9,017+454.5% | $11,407+338.3% |