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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 | $555,771 | $202,342+174.7% | $172,753+221.7% | $152,909+263.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -2.76% | 1029.88%-1032.6pp | 803.00%-805.8pp | 345.46%-348.2pp |
| Employer contribution / active EE | $24,607 | $5,857+320.1% | $5,144+378.4% | $4,764+416.5% |
| Participant deferral / active EE | $14,590 | $5,948+145.3% | $5,198+180.7% | $5,851+149.3% |
| Admin fee / account holder | $6,194 | $17,112-63.8% | $13,956-55.6% | $11,601-46.6% |