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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 | $255,917 | $226,090+13.2% | $182,531+40.2% | $152,885+67.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 5.21% | 192.57%-187.4pp | 148.57%-143.4pp | 345.39%-340.2pp |
| Employer contribution / active EE | $14,063 | $4,978+182.5% | $4,075+245.1% | $4,763+195.2% |
| Participant deferral / active EE | $4,720 | $6,369-25.9% | $5,525-14.6% | $5,851-19.3% |
| Admin fee / account holder | $14,911 | $10,705+39.3% | $8,593+73.5% | $11,598+28.6% |