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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 | $306,073 | $202,342+51.3% | $172,753+77.2% | $152,909+100.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -0.24% | 1029.88%-1030.1pp | 803.00%-803.2pp | 345.46%-345.7pp |
| Employer contribution / active EE | $16,500 | $5,857+181.7% | $5,144+220.8% | $4,764+246.4% |
| Participant deferral / active EE | $18,689 | $5,948+214.2% | $5,198+259.6% | $5,851+219.4% |
| Admin fee / account holder | $787 | $17,112-95.4% | $13,956-94.4% | $11,601-93.2% |