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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 | $539,148 | $162,136+232.5% | $152,301+254.0% | $154,746+248.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.86% | 91.02%-80.2pp | 80.50%-69.6pp | 172.34%-161.5pp |
| Employer contribution / active EE | $26,930 | $4,890+450.7% | $4,624+482.3% | $4,379+515.0% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $78,114 | $15,759+395.7% | $14,398+442.5% | $14,365+443.8% |