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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 | $376,005 | $157,304+139.0% | $141,197+166.3% | $152,909+145.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 6.94% | 64.34%-57.4pp | 71.41%-64.5pp | 345.46%-338.5pp |
| Employer contribution / active EE | $11,500 | $5,263+118.5% | $4,736+142.8% | $4,764+141.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,549 | $12,126-13.0% | $10,265+2.8% | $11,601-9.1% |