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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 | $263,993 | $148,582+77.7% | $135,942+94.2% | $139,456+89.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.05% | 79.26%-73.2pp | 68.28%-62.2pp | 373.45%-367.4pp |
| Employer contribution / active EE | $25,750 | $5,245+391.0% | $4,858+430.1% | $4,753+441.8% |
| Participant deferral / active EE | $25,159 | $8,101+210.6% | $7,759+224.3% | $6,711+274.9% |
| Admin fee / account holder | $2,711 | $12,402-78.1% | $10,764-74.8% | $11,407-76.2% |