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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 | $160,070+151.0% | $147,117+173.1% | $145,897+175.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.40% | 98.69%-98.3pp | 420.54%-420.1pp | 552.29%-551.9pp |
| Employer contribution / active EE | $22,100 | $5,285+318.2% | $4,932+348.0% | $4,663+374.0% |
| Participant deferral / active EE | $15,250 | $8,419+81.1% | $8,065+89.1% | $6,689+128.0% |
| Admin fee / account holder | $178,890 | $15,035+1089.8% | $12,993+1276.8% | $13,390+1236.0% |