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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 | $159,934+83.2% | $147,005+99.3% | $145,959+100.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.21% | 98.24%-94.0pp | 418.76%-414.6pp | 561.95%-557.7pp |
| Employer contribution / active EE | $20,321 | $5,287+284.3% | $4,934+311.8% | $4,661+336.0% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $38,591 | $15,053+156.4% | $13,006+196.7% | $13,398+188.0% |