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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 | $257,612 | $160,070+60.9% | $147,117+75.1% | $145,897+76.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.48% | 98.69%-91.2pp | 420.54%-413.1pp | 552.29%-544.8pp |
| Employer contribution / active EE | $16,297 | $5,285+208.4% | $4,932+230.4% | $4,663+249.5% |
| Participant deferral / active EE | $6,401 | $8,419-24.0% | $8,065-20.6% | $6,689-4.3% |
| Admin fee / account holder | $1,545 | $15,035-89.7% | $12,993-88.1% | $13,390-88.5% |