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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 | $309,005 | $148,623+107.9% | $135,974+127.3% | $139,466+121.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.98% | 79.30%-74.3pp | 68.30%-63.3pp | 373.66%-368.7pp |
| Employer contribution / active EE | $18,307 | $5,246+248.9% | $4,859+276.8% | $4,754+285.1% |
| Participant deferral / active EE | $11,209 | $8,103+38.3% | $7,760+44.4% | $6,712+67.0% |
| Admin fee / account holder | $44,183 | $12,406+256.2% | $10,767+310.4% | $11,409+287.3% |