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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 | $508,875 | $209,428+143.0% | $178,498+185.1% | $158,950+220.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.89% | 188.78%-186.9pp | 151.09%-149.2pp | 302.91%-301.0pp |
| Employer contribution / active EE | $14,963 | $5,707+162.2% | $5,011+198.6% | $4,762+214.2% |
| Participant deferral / active EE | $24,375 | $5,955+309.3% | $5,202+368.6% | $5,983+307.4% |
| Admin fee / account holder | $25,390 | $17,077+48.7% | $13,985+81.5% | $11,248+125.7% |