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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 | $424,750 | $157,296+170.0% | $141,191+200.8% | $152,897+177.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 2.10% | 64.34%-62.2pp | 71.41%-69.3pp | 345.43%-343.3pp |
| Employer contribution / active EE | $18,500 | $5,262+251.6% | $4,736+290.6% | $4,764+288.4% |
| Participant deferral / active EE | $12,500 | $7,111+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $12,442 | $12,125+2.6% | $10,264+21.2% | $11,599+7.3% |