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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 | $228,395+32.3% | $185,861+62.6% | $158,982+90.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -0.56% | 40.82%-41.4pp | 35.96%-36.5pp | 302.99%-303.5pp |
| Employer contribution / active EE | $24,497 | $4,968+393.1% | $4,088+499.2% | $4,763+414.3% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $21,671 | $11,869+82.6% | $9,503+128.0% | $11,252+92.6% |