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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 | $534,208 | $197,603+170.3% | $177,827+200.4% | $158,950+236.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 3.89% | 58.76%-54.9pp | 48.32%-44.4pp | 302.91%-299.0pp |
| Employer contribution / active EE | $35,331 | $6,698+427.5% | $5,918+497.0% | $4,762+641.9% |
| Participant deferral / active EE | $0 | $8,404-100.0% | $7,713-100.0% | $5,983-100.0% |
| Admin fee / account holder | $16,760 | $15,402+8.8% | $12,429+34.8% | $11,248+49.0% |