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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 | $501,587 | $160,070+213.4% | $147,117+240.9% | $145,897+243.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.66% | 98.69%-90.0pp | 420.54%-411.9pp | 552.29%-543.6pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $28,000 | $8,419+232.6% | $8,065+247.2% | $6,689+318.6% |
| Admin fee / account holder | $10,978 | $15,035-27.0% | $12,993-15.5% | $13,390-18.0% |