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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 | $434,419 | $165,399+162.6% | $149,745+190.1% | $158,982+173.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.92% | 348.34%-340.4pp | 276.72%-268.8pp | 302.99%-295.1pp |
| Employer contribution / active EE | $7,500 | $5,105+46.9% | $4,646+61.4% | $4,763+57.5% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,250 | $10,811-23.7% | $9,312-11.4% | $11,252-26.7% |