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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 | $441,121 | $162,136+172.1% | $152,301+189.6% | $154,746+185.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.56% | 91.02%-81.5pp | 80.50%-70.9pp | 172.34%-162.8pp |
| Employer contribution / active EE | $27,139 | $4,890+454.9% | $4,624+486.9% | $4,379+519.7% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,550 | $15,759-90.2% | $14,398-89.2% | $14,365-89.2% |