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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 | $339,887 | $176,105+93.0% | $159,474+113.1% | $167,536+102.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.85% | 331.91%-327.1pp | 263.68%-258.8pp | 478.82%-474.0pp |
| Employer contribution / active EE | $13,450 | $5,299+153.8% | $4,831+178.4% | $4,839+177.9% |
| Participant deferral / active EE | $7,400 | $7,751-4.5% | $7,353+0.6% | $6,342+16.7% |
| Admin fee / account holder | $2,788 | $12,559-77.8% | $10,802-74.2% | $12,315-77.4% |