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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 | $762,919 | $165,351+361.4% | $149,710+409.6% | $158,931+380.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 0.19% | 348.19%-348.0pp | 276.63%-276.4pp | 302.86%-302.7pp |
| Employer contribution / active EE | $37,442 | $5,103+633.7% | $4,645+706.1% | $4,761+686.4% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $203,645 | $10,807+1784.4% | $9,309+2087.6% | $11,247+1710.7% |