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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 | $501,070 | $209,422+139.3% | $178,503+180.7% | $158,982+215.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.50% | 188.81%-184.3pp | 151.12%-146.6pp | 302.99%-298.5pp |
| Employer contribution / active EE | $16,531 | $5,707+189.7% | $5,011+229.9% | $4,763+247.1% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,166 | $17,079-63.9% | $13,987-55.9% | $11,252-45.2% |