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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 | $364,208 | $183,539+98.4% | $155,556+134.1% | $145,897+149.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.36% | 61.31%-52.9pp | 64.84%-56.5pp | 552.29%-543.9pp |
| Employer contribution / active EE | $17,693 | $5,315+232.9% | $4,675+278.4% | $4,663+279.5% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $16,741 | $19,275-13.1% | $15,885+5.4% | $13,390+25.0% |