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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 | $261,585 | $166,242+57.4% | $165,071+58.5% | $145,884+79.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.63% | 100.44%-95.8pp | 70.17%-65.5pp | 551.85%-547.2pp |
| Employer contribution / active EE | $22,333 | $5,283+322.7% | $4,347+413.7% | $4,662+379.0% |
| Participant deferral / active EE | $28,000 | $6,964+302.1% | $6,035+364.0% | $6,690+318.6% |
| Admin fee / account holder | $102,214 | $16,658+513.6% | $12,695+705.2% | $13,392+663.3% |