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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 | $263,593 | $183,968+43.3% | $162,166+62.5% | $152,870+72.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 1.80% | 150.77%-149.0pp | 115.59%-113.8pp | 345.34%-343.5pp |
| Employer contribution / active EE | $29,833 | $6,371+368.3% | $5,614+431.4% | $4,763+526.4% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2,425 | $13,121-81.5% | $10,842-77.6% | $11,597-79.1% |