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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 | $320,664 | $209,428+53.1% | $178,498+79.6% | $158,950+101.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.46% | 188.78%-187.3pp | 151.09%-149.6pp | 302.91%-301.4pp |
| Employer contribution / active EE | $4,852 | $5,707-15.0% | $5,011-3.2% | $4,762+1.9% |
| Participant deferral / active EE | $19,500 | $5,955+227.5% | $5,202+274.9% | $5,983+225.9% |
| Admin fee / account holder | $400 | $17,077-97.7% | $13,985-97.1% | $11,248-96.4% |