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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 | $358,631 | $159,978+124.2% | $147,041+143.9% | $145,978+145.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.40% | 98.36%-91.0pp | 419.21%-411.8pp | 550.52%-543.1pp |
| Employer contribution / active EE | $15,000 | $5,288+183.7% | $4,935+204.0% | $4,662+221.8% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $50,850 | $15,053+237.8% | $13,006+291.0% | $13,400+279.5% |