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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 | $489,514 | $162,136+201.9% | $152,301+221.4% | $154,746+216.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 0.22% | 91.02%-90.8pp | 80.50%-80.3pp | 172.34%-172.1pp |
| Employer contribution / active EE | $15,526 | $4,890+217.5% | $4,624+235.7% | $4,379+254.6% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $30,328 | $15,759+92.4% | $14,398+110.6% | $14,365+111.1% |