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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 | $275,395 | $160,040+72.1% | $147,096+87.2% | $145,877+88.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.40% | 98.49%-89.1pp | 419.75%-410.3pp | 551.28%-541.9pp |
| Employer contribution / active EE | $8,750 | $5,289+65.4% | $4,936+77.3% | $4,663+87.6% |
| Participant deferral / active EE | $23,000 | $8,429+172.9% | $8,071+185.0% | $6,691+243.8% |
| Admin fee / account holder | $6,035 | $15,050-59.9% | $13,005-53.6% | $13,402-55.0% |