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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 | $401,761 | $159,934+151.2% | $147,005+173.3% | $145,959+175.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.40% | 98.24%-97.8pp | 418.76%-418.4pp | 561.95%-561.5pp |
| Employer contribution / active EE | $22,100 | $5,287+318.0% | $4,934+347.9% | $4,661+374.2% |
| Participant deferral / active EE | $15,250 | $8,427+81.0% | $8,070+89.0% | $6,689+128.0% |
| Admin fee / account holder | $178,890 | $15,053+1088.4% | $13,006+1275.4% | $13,398+1235.2% |