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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 | $250,361 | $99,011+152.9% | $86,582+189.2% | $147,586+69.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.88% | 1312.75%-1311.9pp | 965.08%-964.2pp | 578.59%-577.7pp |
| Employer contribution / active EE | $29,500 | $3,132+841.8% | $2,839+938.9% | $4,876+505.0% |
| Participant deferral / active EE | $23,500 | $3,972+491.6% | $3,609+551.2% | $5,439+332.1% |
| Admin fee / account holder | $2,703 | $5,709-52.7% | $4,904-44.9% | $10,886-75.2% |