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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 | $281,565 | $217,432+29.5% | $185,851+51.5% | $167,553+68.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.40% | 148.43%-142.0pp | 122.11%-115.7pp | 478.89%-472.5pp |
| Employer contribution / active EE | $10,641 | $5,874+81.1% | $5,168+105.9% | $4,840+119.9% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $26,338 | $19,820+32.9% | $16,245+62.1% | $12,316+113.8% |