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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 | $525,822 | $183,539+186.5% | $155,556+238.0% | $145,897+260.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.67% | 61.31%-53.6pp | 64.84%-57.2pp | 552.29%-544.6pp |
| Employer contribution / active EE | $9,054 | $5,315+70.3% | $4,675+93.7% | $4,663+94.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $16,409 | $19,275-14.9% | $15,885+3.3% | $13,390+22.5% |