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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 | $427,455 | $159,978+167.2% | $147,041+190.7% | $145,978+192.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.16% | 98.36%-92.2pp | 419.21%-413.1pp | 550.52%-544.4pp |
| Employer contribution / active EE | $19,393 | $5,288+266.7% | $4,935+293.0% | $4,662+316.0% |
| Participant deferral / active EE | $23,303 | $8,429+176.5% | $8,071+188.7% | $6,690+248.3% |
| Admin fee / account holder | $12,897 | $15,053-14.3% | $13,006-0.8% | $13,400-3.8% |