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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 | $478,265 | $176,120+171.6% | $159,487+199.9% | $167,553+185.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 2.96% | 331.95%-329.0pp | 263.71%-260.7pp | 478.89%-475.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $82,250 | $7,752+961.1% | $7,354+1018.5% | $6,343+1196.8% |
| Admin fee / account holder | $820 | $12,561-93.5% | $10,804-92.4% | $12,316-93.3% |