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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 | $331,020 | $185,856+78.1% | $170,028+94.7% | $139,456+137.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.20% | 60.52%-52.3pp | 53.39%-45.2pp | 373.45%-365.3pp |
| Employer contribution / active EE | $26,347 | $7,593+247.0% | $6,788+288.2% | $4,753+454.4% |
| Participant deferral / active EE | $30,450 | $11,623+162.0% | $10,409+192.5% | $6,711+353.7% |
| Admin fee / account holder | $21,859 | $15,387+42.1% | $12,820+70.5% | $11,407+91.6% |