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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 | $423,735 | $176,077+140.7% | $159,455+165.7% | $167,518+152.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.02% | 331.83%-322.8pp | 263.63%-254.6pp | 478.71%-469.7pp |
| Employer contribution / active EE | $24,242 | $5,298+357.6% | $4,830+401.9% | $4,838+401.0% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $22,153 | $12,556+76.4% | $10,800+105.1% | $12,312+79.9% |