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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 | $426,530 | $198,457+114.9% | $170,435+150.3% | $147,586+189.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.88% | 257.30%-251.4pp | 205.94%-200.1pp | 578.59%-572.7pp |
| Employer contribution / active EE | $14,089 | $6,183+127.9% | $5,432+159.4% | $4,876+188.9% |
| Participant deferral / active EE | $3,761 | $5,629-33.2% | $4,939-23.9% | $5,439-30.9% |
| Admin fee / account holder | $332 | $16,852-98.0% | $13,881-97.6% | $10,886-97.0% |