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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 | $382,807 | $176,786+116.5% | $146,643+161.0% | $167,536+128.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -0.66% | 24.04%-24.7pp | 22.75%-23.4pp | 478.82%-479.5pp |
| Employer contribution / active EE | $20,067 | $5,161+288.8% | $4,137+385.1% | $4,839+314.7% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,337 | $13,262-89.9% | $10,280-87.0% | $12,315-89.1% |