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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 | $521,552 | $178,174+192.7% | $156,181+233.9% | $137,256+280.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 3.60% | 84.19%-80.6pp | 64.87%-61.3pp | 220.34%-216.7pp |
| Employer contribution / active EE | $16,000 | $4,972+221.8% | $4,294+272.6% | $4,156+285.0% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $394 | $17,404-97.7% | $14,586-97.3% | $12,270-96.8% |