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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 | $482,195 | $157,276+206.6% | $141,177+241.6% | $152,885+215.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 2.32% | 64.33%-62.0pp | 71.40%-69.1pp | 345.39%-343.1pp |
| Employer contribution / active EE | $17,000 | $5,262+223.1% | $4,736+259.0% | $4,763+256.9% |
| Participant deferral / active EE | $25,000 | $7,110+251.6% | $6,710+272.6% | $5,851+327.3% |
| Admin fee / account holder | $11,025 | $12,123-9.1% | $10,263+7.4% | $11,598-4.9% |