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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 | $265,453 | $160,028+65.9% | $147,080+80.5% | $145,884+82.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.37% | 98.60%-89.2pp | 420.17%-410.8pp | 551.85%-542.5pp |
| Employer contribution / active EE | $2,143 | $5,286-59.5% | $4,933-56.6% | $4,662-54.0% |
| Participant deferral / active EE | $9,784 | $8,422+16.2% | $8,066+21.3% | $6,690+46.3% |
| Admin fee / account holder | $60,000 | $15,030+299.2% | $12,989+361.9% | $13,392+348.0% |