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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 | $268,621 | $148,582+80.8% | $135,942+97.6% | $139,456+92.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 2.74% | 79.26%-76.5pp | 68.28%-65.5pp | 373.45%-370.7pp |
| Employer contribution / active EE | $30,500 | $5,245+481.5% | $4,858+527.9% | $4,753+541.7% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $350 | $12,402-97.2% | $10,764-96.7% | $11,407-96.9% |