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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 | $352,521 | $148,558+137.3% | $135,925+159.4% | $139,427+152.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.07% | 79.22%-70.2pp | 68.25%-59.2pp | 373.27%-364.2pp |
| Employer contribution / active EE | $27,760 | $5,244+429.4% | $4,857+471.5% | $4,752+484.2% |
| Participant deferral / active EE | $27,017 | $8,101+233.5% | $7,759+248.2% | $6,711+302.6% |
| Admin fee / account holder | $233,256 | $12,401+1780.9% | $10,764+2067.0% | $11,404+1945.3% |