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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 | $273,113 | $150,447+81.5% | $136,298+100.4% | $147,586+85.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.87% | 1049.15%-1043.3pp | 5156.27%-5150.4pp | 578.59%-572.7pp |
| Employer contribution / active EE | $1,370 | $5,256-73.9% | $4,696-70.8% | $4,876-71.9% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11,077 | $10,906+1.6% | $9,244+19.8% | $10,886+1.8% |