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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 | $400,785 | $185,856+115.6% | $170,028+135.7% | $139,456+187.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.78% | 60.52%-51.7pp | 53.39%-44.6pp | 373.45%-364.7pp |
| Employer contribution / active EE | $29,254 | $7,593+285.3% | $6,788+331.0% | $4,753+515.5% |
| Participant deferral / active EE | $23,750 | $11,623+104.3% | $10,409+128.2% | $6,711+253.9% |
| Admin fee / account holder | $308,600 | $15,387+1905.6% | $12,820+2307.1% | $11,407+2605.4% |