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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 | $503,273 | $183,539+174.2% | $155,556+223.5% | $145,897+245.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.95% | 61.31%-55.4pp | 64.84%-58.9pp | 552.29%-546.3pp |
| Employer contribution / active EE | $18,068 | $5,315+239.9% | $4,675+286.4% | $4,663+287.5% |
| Participant deferral / active EE | $10,767 | $6,467+66.5% | $5,631+91.2% | $6,689+61.0% |
| Admin fee / account holder | $3,483 | $19,275-81.9% | $15,885-78.1% | $13,390-74.0% |