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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 | $297,349 | $157,296+89.0% | $141,191+110.6% | $152,897+94.5% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.5%+12.3pp |
| Annual return | 4.25% | 64.34%-60.1pp | 71.41%-67.2pp | 345.43%-341.2pp |
| Employer contribution / active EE | $27,895 | $5,262+430.1% | $4,736+489.0% | $4,764+485.6% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $17,500 | $12,125+44.3% | $10,264+70.5% | $11,599+50.9% |