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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 | $298,720 | $175,231+70.5% | $149,696+99.6% | $139,466+114.2% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 0.63% | 166.77%-166.1pp | 134.46%-133.8pp | 373.66%-373.0pp |
| Employer contribution / active EE | $15,367 | $5,478+180.5% | $4,821+218.8% | $4,754+223.2% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $14,811 | $16,155-8.3% | $13,212+12.1% | $11,409+29.8% |