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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 | $251,093 | $184,000+36.5% | $162,185+54.8% | $152,909+64.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 0.06% | 150.80%-150.7pp | 115.61%-115.5pp | 345.46%-345.4pp |
| Employer contribution / active EE | $6,000 | $6,370-5.8% | $5,613+6.9% | $4,764+25.9% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15,403 | $13,124+17.4% | $10,844+42.0% | $11,601+32.8% |