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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 | $281,099 | $197,637+42.2% | $177,848+58.1% | $158,982+76.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -11.75% | 58.77%-70.5pp | 48.33%-60.1pp | 302.99%-314.7pp |
| Employer contribution / active EE | $16,752 | $6,698+150.1% | $5,919+183.0% | $4,763+251.7% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $27,456 | $15,406+78.2% | $12,431+120.9% | $11,252+144.0% |