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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 | $309,721 | $202,342+53.1% | $172,752+79.3% | $152,897+102.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 1.20% | 1029.83%-1028.6pp | 802.97%-801.8pp | 345.43%-344.2pp |
| Employer contribution / active EE | $12,000 | $5,858+104.9% | $5,144+133.3% | $4,764+151.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9,106 | $17,111-46.8% | $13,955-34.7% | $11,599-21.5% |