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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 | $281,523 | $202,440+39.1% | $169,390+66.2% | $139,466+101.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 0.21% | 532.36%-532.2pp | 406.07%-405.9pp | 373.66%-373.5pp |
| Employer contribution / active EE | $20,000 | $4,693+326.2% | $4,013+398.4% | $4,754+320.7% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $533,225 | $10,722+4873.1% | $9,015+5815.0% | $11,409+4573.9% |