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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 | $263,383 | $160,028+64.6% | $147,080+79.1% | $145,884+80.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.42% | 98.60%-93.2pp | 420.17%-414.7pp | 551.85%-546.4pp |
| Employer contribution / active EE | $8,582 | $5,286+62.4% | $4,933+74.0% | $4,662+84.1% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,000 | $15,030-40.1% | $12,989-30.7% | $13,392-32.8% |