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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 | $629,218 | $165,361+280.5% | $149,715+320.3% | $158,950+295.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.13% | 348.24%-348.1pp | 276.66%-276.5pp | 302.91%-302.8pp |
| Employer contribution / active EE | $43,000 | $5,103+742.6% | $4,645+825.8% | $4,762+803.0% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $12,693 | $10,808+17.4% | $9,310+36.3% | $11,248+12.8% |