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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 | $556,221 | $202,342+174.9% | $172,752+222.0% | $152,897+263.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.05% | 1029.83%-1029.8pp | 802.97%-802.9pp | 345.43%-345.4pp |
| Employer contribution / active EE | $30,246 | $5,858+416.3% | $5,144+488.0% | $4,764+535.0% |
| Participant deferral / active EE | $15,440 | $5,948+159.6% | $5,198+197.0% | $5,851+163.9% |
| Admin fee / account holder | $75,201 | $17,111+339.5% | $13,955+438.9% | $11,599+548.3% |