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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 | $327,416 | $160,028+104.6% | $147,080+122.6% | $145,884+124.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.51% | 98.60%-94.1pp | 420.17%-415.7pp | 551.85%-547.3pp |
| Employer contribution / active EE | $25,301 | $5,286+378.7% | $4,933+412.9% | $4,662+442.7% |
| Participant deferral / active EE | $26,215 | $8,422+211.3% | $8,066+225.0% | $6,690+291.9% |
| Admin fee / account holder | $3,054 | $15,030-79.7% | $12,989-76.5% | $13,392-77.2% |