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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 | $421,368 | $160,040+163.3% | $147,096+186.5% | $145,877+188.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.17% | 98.49%-93.3pp | 419.75%-414.6pp | 551.28%-546.1pp |
| Employer contribution / active EE | $13,108 | $5,289+147.8% | $4,936+165.6% | $4,663+181.1% |
| Participant deferral / active EE | $5,371 | $8,429-36.3% | $8,071-33.5% | $6,691-19.7% |
| Admin fee / account holder | $25,747 | $15,050+71.1% | $13,005+98.0% | $13,402+92.1% |