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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 | $302,203 | $228,317+32.4% | $185,808+62.6% | $158,931+90.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -0.56% | 40.81%-41.4pp | 35.95%-36.5pp | 302.86%-303.4pp |
| Employer contribution / active EE | $24,497 | $4,964+393.5% | $4,086+499.6% | $4,761+414.5% |
| Participant deferral / active EE | $0 | $6,415-100.0% | $5,632-100.0% | $5,982-100.0% |
| Admin fee / account holder | $21,671 | $11,865+82.7% | $9,501+128.1% | $11,247+92.7% |