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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 | $288,046 | $160,070+80.0% | $147,117+95.8% | $145,897+97.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.17% | 98.69%-89.5pp | 420.54%-411.4pp | 552.29%-543.1pp |
| Employer contribution / active EE | $16,583 | $5,285+213.8% | $4,932+236.2% | $4,663+255.7% |
| Participant deferral / active EE | $11,137 | $8,419+32.3% | $8,065+38.1% | $6,689+66.5% |
| Admin fee / account holder | $1,408 | $15,035-90.6% | $12,993-89.2% | $13,390-89.5% |