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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 | $435,861 | $144,130+202.4% | $117,861+269.8% | $147,586+195.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 7.33% | 531.20%-523.9pp | 335.11%-327.8pp | 578.59%-571.3pp |
| Employer contribution / active EE | $6,685 | $4,897+36.5% | $3,786+76.6% | $4,876+37.1% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11,270 | $10,887+3.5% | $8,021+40.5% | $10,886+3.5% |