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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 | $297,177 | $148,623+100.0% | $135,974+118.6% | $139,466+113.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.31% | 79.30%-71.0pp | 68.30%-60.0pp | 373.66%-365.4pp |
| Employer contribution / active EE | $35,000 | $5,246+567.1% | $4,859+620.3% | $4,754+636.2% |
| Participant deferral / active EE | $27,000 | $8,103+233.2% | $7,760+247.9% | $6,712+302.3% |
| Admin fee / account holder | $200,481 | $12,406+1516.0% | $10,767+1762.1% | $11,409+1657.3% |