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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 | $376,230 | $165,361+127.5% | $149,715+151.3% | $158,950+136.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.60% | 348.24%-340.6pp | 276.66%-269.1pp | 302.91%-295.3pp |
| Employer contribution / active EE | $23,621 | $5,103+362.9% | $4,645+408.6% | $4,762+396.0% |
| Participant deferral / active EE | $13,000 | $7,182+81.0% | $6,842+90.0% | $5,983+117.3% |
| Admin fee / account holder | $579,269 | $10,808+5259.6% | $9,310+6122.2% | $11,248+5049.8% |