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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 | $500,277 | $167,362+198.9% | $143,799+247.9% | $134,532+271.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.37% | 0.47%-21.8pp | -0.04%-21.3pp | 418.27%-439.6pp |
| Employer contribution / active EE | $8,046 | $5,620+43.2% | $4,952+62.5% | $4,741+69.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $21,070 | $18,094+16.4% | $14,677+43.6% | $11,429+84.4% |