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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 | $418,036 | $157,304+165.8% | $141,197+196.1% | $152,909+173.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.87% | 64.34%-55.5pp | 71.41%-62.5pp | 345.46%-336.6pp |
| Employer contribution / active EE | $22,233 | $5,263+322.5% | $4,736+369.4% | $4,764+366.7% |
| Participant deferral / active EE | $14,452 | $7,111+103.2% | $6,710+115.4% | $5,851+147.0% |
| Admin fee / account holder | $2,865 | $12,126-76.4% | $10,265-72.1% | $11,601-75.3% |