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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 | $503,259 | $160,040+214.5% | $147,096+242.1% | $145,877+245.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.33% | 98.49%-92.2pp | 419.75%-413.4pp | 551.28%-545.0pp |
| Employer contribution / active EE | $26,875 | $5,289+408.1% | $4,936+444.5% | $4,663+476.4% |
| Participant deferral / active EE | $26,750 | $8,429+217.4% | $8,071+231.4% | $6,691+299.8% |
| Admin fee / account holder | $1,361 | $15,050-91.0% | $13,005-89.5% | $13,402-89.8% |