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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 | $310,782 | $160,028+94.2% | $147,080+111.3% | $145,884+113.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.50% | 98.60%-90.1pp | 420.17%-411.7pp | 551.85%-543.3pp |
| Employer contribution / active EE | $21,481 | $5,286+306.4% | $4,933+335.4% | $4,662+360.7% |
| Participant deferral / active EE | $6,520 | $8,422-22.6% | $8,066-19.2% | $6,690-2.5% |
| Admin fee / account holder | $1,237 | $15,030-91.8% | $12,989-90.5% | $13,392-90.8% |