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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 | $1,524,381 | $176,120+765.5% | $159,487+855.8% | $167,553+809.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.57% | 331.95%-331.4pp | 263.71%-263.1pp | 478.89%-478.3pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $14,363 | $7,752+85.3% | $7,354+95.3% | $6,343+126.5% |
| Admin fee / account holder | $38,418 | $12,561+205.9% | $10,804+255.6% | $12,316+211.9% |