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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 | $325,080 | $175,231+85.5% | $149,696+117.2% | $139,466+133.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.80% | 166.77%-157.0pp | 134.46%-124.7pp | 373.66%-363.9pp |
| Employer contribution / active EE | $10,048 | $5,478+83.4% | $4,821+108.4% | $4,754+111.4% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,521 | $16,155-84.4% | $13,212-80.9% | $11,409-77.9% |