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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 | $419,861 | $172,111+143.9% | $150,298+179.4% | $137,256+205.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 2.77% | 69.37%-66.6pp | 62.79%-60.0pp | 220.34%-217.6pp |
| Employer contribution / active EE | $8,492 | $4,636+83.2% | $4,154+104.4% | $4,156+104.3% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $578 | $16,471-96.5% | $14,116-95.9% | $12,270-95.3% |