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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 | $367,353 | $159,978+129.6% | $147,041+149.8% | $145,978+151.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.21% | 98.36%-90.2pp | 419.21%-411.0pp | 550.52%-542.3pp |
| Employer contribution / active EE | $15,523 | $5,288+193.5% | $4,935+214.5% | $4,662+233.0% |
| Participant deferral / active EE | $33,713 | $8,429+300.0% | $8,071+317.7% | $6,690+404.0% |
| Admin fee / account holder | $1,349 | $15,053-91.0% | $13,006-89.6% | $13,400-89.9% |