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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 | $407,198 | $159,978+154.5% | $147,041+176.9% | $145,978+178.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.43% | 98.36%-94.9pp | 419.21%-415.8pp | 550.52%-547.1pp |
| Employer contribution / active EE | $22,232 | $5,288+320.4% | $4,935+350.5% | $4,662+376.9% |
| Participant deferral / active EE | $30,962 | $8,429+267.3% | $8,071+283.6% | $6,690+362.8% |
| Admin fee / account holder | $17,338 | $15,053+15.2% | $13,006+33.3% | $13,400+29.4% |