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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 | $409,067 | $165,381+147.3% | $149,730+173.2% | $158,966+157.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -0.77% | 348.29%-349.1pp | 276.70%-277.5pp | 302.95%-303.7pp |
| Employer contribution / active EE | $35,000 | $5,104+585.7% | $4,645+653.5% | $4,762+634.9% |
| Participant deferral / active EE | $26,000 | $7,182+262.0% | $6,843+280.0% | $5,983+334.6% |
| Admin fee / account holder | $3,369 | $10,809-68.8% | $9,310-63.8% | $11,250-70.1% |