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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 | $295,738 | $225,673+31.0% | $203,872+45.1% | $155,188+90.6% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 0.07% | 95.91%-95.8pp | 85.11%-85.0pp | 148.84%-148.8pp |
| Employer contribution / active EE | $17,622 | $4,099+330.0% | $3,757+369.0% | $4,248+314.9% |
| Participant deferral / active EE | $20,333 | $6,893+195.0% | $6,388+218.3% | $6,531+211.3% |
| Admin fee / account holder | $36,193 | $12,327+193.6% | $11,730+208.5% | $14,480+150.0% |