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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 | $612,387 | $160,070+282.6% | $147,117+316.3% | $145,897+319.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.83% | 98.69%-89.9pp | 420.54%-411.7pp | 552.29%-543.5pp |
| Employer contribution / active EE | $7,059 | $5,285+33.6% | $4,932+43.1% | $4,663+51.4% |
| Participant deferral / active EE | $9,729 | $8,419+15.6% | $8,065+20.6% | $6,689+45.4% |
| Admin fee / account holder | $128,329 | $15,035+753.5% | $12,993+887.7% | $13,390+858.4% |