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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 | $445,589 | $165,399+169.4% | $149,745+197.6% | $158,982+180.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -0.86% | 348.34%-349.2pp | 276.72%-277.6pp | 302.99%-303.9pp |
| Employer contribution / active EE | $57,000 | $5,105+1016.6% | $4,646+1126.9% | $4,763+1096.8% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,651 | $10,811-57.0% | $9,312-50.1% | $11,252-58.7% |