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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 | $278,373 | $160,028+74.0% | $147,080+89.3% | $145,884+90.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.51% | 98.60%-89.1pp | 420.17%-410.7pp | 551.85%-542.3pp |
| Employer contribution / active EE | $25,000 | $5,286+373.0% | $4,933+406.8% | $4,662+436.2% |
| Participant deferral / active EE | $28,000 | $8,422+232.5% | $8,066+247.1% | $6,690+318.6% |
| Admin fee / account holder | $2,637 | $15,030-82.5% | $12,989-79.7% | $13,392-80.3% |