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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 | $439,866 | $198,457+121.6% | $170,435+158.1% | $147,586+198.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.35% | 257.30%-257.0pp | 205.94%-205.6pp | 578.59%-578.2pp |
| Employer contribution / active EE | $7,737 | $6,183+25.1% | $5,432+42.4% | $4,876+58.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $602 | $16,852-96.4% | $13,881-95.7% | $10,886-94.5% |