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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 | $292,955 | $160,070+83.0% | $147,117+99.1% | $145,897+100.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.21% | 98.69%-94.5pp | 420.54%-416.3pp | 552.29%-548.1pp |
| Employer contribution / active EE | $20,321 | $5,285+284.5% | $4,932+312.0% | $4,663+335.8% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $38,591 | $15,035+156.7% | $12,993+197.0% | $13,390+188.2% |