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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 | $321,569 | $165,399+94.4% | $149,745+114.7% | $158,982+102.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.97% | 348.34%-342.4pp | 276.72%-270.8pp | 302.99%-297.0pp |
| Employer contribution / active EE | $9,000 | $5,105+76.3% | $4,646+93.7% | $4,763+89.0% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10,063 | $10,811-6.9% | $9,312+8.1% | $11,252-10.6% |