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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 | $262,007 | $166,242+57.6% | $165,071+58.7% | $145,884+79.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.26% | 100.44%-92.2pp | 70.17%-61.9pp | 551.85%-543.6pp |
| Employer contribution / active EE | $20,699 | $5,283+291.8% | $4,347+376.1% | $4,662+344.0% |
| Participant deferral / active EE | $6,072 | $6,964-12.8% | $6,035+0.6% | $6,690-9.2% |
| Admin fee / account holder | $5,952 | $16,658-64.3% | $12,695-53.1% | $13,392-55.6% |