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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 | $414,634 | $160,028+159.1% | $147,080+181.9% | $145,884+184.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.69% | 98.60%-94.9pp | 420.17%-416.5pp | 551.85%-548.2pp |
| Employer contribution / active EE | $37,539 | $5,286+610.2% | $4,933+660.9% | $4,662+705.2% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $16,987 | $15,030+13.0% | $12,989+30.8% | $13,392+26.8% |