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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 | $338,303 | $232,540+45.5% | $185,117+82.8% | $147,586+129.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 2.41% | 43.03%-40.6pp | 40.50%-38.1pp | 578.59%-576.2pp |
| Employer contribution / active EE | $14,000 | $5,195+169.5% | $4,182+234.8% | $4,876+187.1% |
| Participant deferral / active EE | $12,000 | $5,834+105.7% | $5,045+137.9% | $5,439+120.6% |
| Admin fee / account holder | $593 | $10,275-94.2% | $8,159-92.7% | $10,886-94.6% |