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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 | $430,371 | $159,978+169.0% | $147,041+192.7% | $145,978+194.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.94% | 98.36%-89.4pp | 419.21%-410.3pp | 550.52%-541.6pp |
| Employer contribution / active EE | $24,775 | $5,288+368.5% | $4,935+402.0% | $4,662+431.4% |
| Participant deferral / active EE | $13,384 | $8,429+58.8% | $8,071+65.8% | $6,690+100.1% |
| Admin fee / account holder | $212,218 | $15,053+1309.8% | $13,006+1531.7% | $13,400+1483.7% |