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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 | $521,072 | $157,276+231.3% | $141,177+269.1% | $152,885+240.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 9.41% | 64.33%-54.9pp | 71.40%-62.0pp | 345.39%-336.0pp |
| Employer contribution / active EE | $25,889 | $5,262+392.0% | $4,736+446.7% | $4,763+443.5% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $118,171 | $12,123+874.8% | $10,263+1051.4% | $11,598+918.9% |