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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 | $471,890 | $223,823+110.8% | $211,142+123.5% | $154,746+204.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | -0.39% | 50.39%-50.8pp | 46.84%-47.2pp | 172.34%-172.7pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $17,567 | $9,750+80.2% | $9,284+89.2% | $6,730+161.0% |
| Admin fee / account holder | $1,800 | $19,707-90.9% | $19,076-90.6% | $14,365-87.5% |