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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 | $421,368 | $160,070+163.2% | $147,117+186.4% | $145,897+188.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.17% | 98.69%-93.5pp | 420.54%-415.4pp | 552.29%-547.1pp |
| Employer contribution / active EE | $13,108 | $5,285+148.0% | $4,932+165.7% | $4,663+181.1% |
| Participant deferral / active EE | $5,371 | $8,419-36.2% | $8,065-33.4% | $6,689-19.7% |
| Admin fee / account holder | $25,747 | $15,035+71.2% | $12,993+98.2% | $13,390+92.3% |