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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 | $301,079 | $137,414+119.1% | $189,537+58.9% | $85,847+250.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 9.10% | 38.14%-29.0pp | 555.34%-546.2pp | 318.61%-309.5pp |
| Employer contribution / active EE | $14,952 | $4,344+244.2% | $6,161+142.7% | $2,565+482.8% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $21,385 | $8,630+147.8% | $12,048+77.5% | $6,261+241.6% |