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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 | $267,719 | $209,874+27.6% | $189,537+41.2% | $167,536+59.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 7.63% | 748.61%-741.0pp | 555.34%-547.7pp | 478.82%-471.2pp |
| Employer contribution / active EE | $13,333 | $6,913+92.9% | $6,161+116.4% | $4,839+175.5% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,847 | $14,299-66.1% | $12,048-59.8% | $12,315-60.6% |