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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 | $298,269 | $150,442+98.3% | $136,295+118.8% | $147,585+102.1% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 5.18% | 1049.09%-1043.9pp | 5155.97%-5150.8pp | 578.56%-573.4pp |
| Employer contribution / active EE | $11,447 | $5,256+117.8% | $4,695+143.8% | $4,876+134.7% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $22,661 | $10,905+107.8% | $9,243+145.2% | $10,885+108.2% |