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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 | $251,597 | $183,516+37.1% | $155,534+61.8% | $145,884+72.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.83% | 61.43%-60.6pp | 64.92%-64.1pp | 551.85%-551.0pp |
| Employer contribution / active EE | $2,685 | $5,315-49.5% | $4,675-42.6% | $4,662-42.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $17,524 | $19,293-9.2% | $15,900+10.2% | $13,392+30.9% |