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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 | $428,241 | $183,516+133.4% | $155,534+175.3% | $145,884+193.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.29% | 61.43%-56.1pp | 64.92%-59.6pp | 551.85%-546.6pp |
| Employer contribution / active EE | $13,853 | $5,315+160.7% | $4,675+196.3% | $4,662+197.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $16,150 | $19,293-16.3% | $15,900+1.6% | $13,392+20.6% |