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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 | $492,461 | $175,259+181.0% | $149,723+228.9% | $139,487+253.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.59% | 166.82%-159.2pp | 134.50%-126.9pp | 373.84%-366.3pp |
| Employer contribution / active EE | $16,232 | $5,478+196.3% | $4,821+236.7% | $4,755+241.4% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $22,000 | $16,158+36.2% | $13,215+66.5% | $11,407+92.9% |