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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 | $160,040+61.0% | $147,096+75.1% | $145,877+76.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.48% | 98.49%-91.0pp | 419.75%-412.3pp | 551.28%-543.8pp |
| Employer contribution / active EE | $16,297 | $5,289+208.1% | $4,936+230.2% | $4,663+249.5% |
| Participant deferral / active EE | $6,401 | $8,429-24.1% | $8,071-20.7% | $6,691-4.3% |
| Admin fee / account holder | $1,545 | $15,050-89.7% | $13,005-88.1% | $13,402-88.5% |