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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 | $333,990 | $183,592+81.9% | $155,567+114.7% | $145,959+128.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.35% | 61.24%-57.9pp | 64.74%-61.4pp | 561.95%-558.6pp |
| Employer contribution / active EE | $23,382 | $5,315+339.9% | $4,674+400.2% | $4,661+401.7% |
| Participant deferral / active EE | $15,250 | $6,464+135.9% | $5,628+171.0% | $6,689+128.0% |
| Admin fee / account holder | $11,046 | $19,318-42.8% | $15,916-30.6% | $13,398-17.6% |