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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 | $304,924 | $178,174+71.1% | $156,181+95.2% | $137,256+122.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 3.07% | 84.19%-81.1pp | 64.87%-61.8pp | 220.34%-217.3pp |
| Employer contribution / active EE | $18,691 | $4,972+275.9% | $4,294+335.3% | $4,156+349.7% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $113,891 | $17,404+554.4% | $14,586+680.8% | $12,270+828.2% |