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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 | $522,633 | $172,111+203.7% | $150,298+247.7% | $137,256+280.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 7.16% | 69.37%-62.2pp | 62.79%-55.6pp | 220.34%-213.2pp |
| Employer contribution / active EE | $27,619 | $4,636+495.7% | $4,154+564.9% | $4,156+564.6% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $363,402 | $16,471+2106.3% | $14,116+2474.4% | $12,270+2861.7% |