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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 | $367,024 | $160,028+129.3% | $147,080+149.5% | $145,884+151.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.47% | 98.60%-95.1pp | 420.17%-416.7pp | 551.85%-548.4pp |
| Employer contribution / active EE | $18,961 | $5,286+258.7% | $4,933+284.3% | $4,662+306.7% |
| Participant deferral / active EE | $15,250 | $8,422+81.1% | $8,066+89.1% | $6,690+128.0% |
| Admin fee / account holder | $3,285 | $15,030-78.1% | $12,989-74.7% | $13,392-75.5% |