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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 | $306,027 | $202,345+51.2% | $172,755+77.1% | $152,885+100.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -0.31% | 1029.77%-1030.1pp | 802.94%-803.3pp | 345.39%-345.7pp |
| Employer contribution / active EE | $18,393 | $5,858+214.0% | $5,144+257.6% | $4,763+286.2% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $320,240 | $17,111+1771.6% | $13,955+2194.8% | $11,598+2661.1% |