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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 | $417,428 | $184,000+126.9% | $162,185+157.4% | $152,909+173.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 10.24% | 150.80%-140.6pp | 115.61%-105.4pp | 345.46%-335.2pp |
| Employer contribution / active EE | $6,300 | $6,370-1.1% | $5,613+12.2% | $4,764+32.3% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $14,245 | $13,124+8.5% | $10,844+31.4% | $11,601+22.8% |