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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 | $317,035 | $198,457+59.7% | $170,435+86.0% | $147,586+114.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.48% | 257.30%-248.8pp | 205.94%-197.5pp | 578.59%-570.1pp |
| Employer contribution / active EE | $27,000 | $6,183+336.7% | $5,432+397.0% | $4,876+453.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $21,273 | $16,852+26.2% | $13,881+53.3% | $10,886+95.4% |