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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 | $275,869 | $160,028+72.4% | $147,080+87.6% | $145,884+89.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.06% | 98.60%-90.5pp | 420.17%-412.1pp | 551.85%-543.8pp |
| Employer contribution / active EE | $11,667 | $5,286+120.7% | $4,933+136.5% | $4,662+150.2% |
| Participant deferral / active EE | $20,637 | $8,422+145.0% | $8,066+155.8% | $6,690+208.5% |
| Admin fee / account holder | $324,744 | $15,030+2060.6% | $12,989+2400.2% | $13,392+2324.9% |