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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 | $770,039 | $176,105+337.3% | $159,474+382.9% | $167,536+359.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.60% | 331.91%-322.3pp | 263.68%-254.1pp | 478.82%-469.2pp |
| Employer contribution / active EE | $8,333 | $5,299+57.3% | $4,831+72.5% | $4,839+72.2% |
| Participant deferral / active EE | $8,097 | $7,751+4.5% | $7,353+10.1% | $6,342+27.7% |
| Admin fee / account holder | $29,304 | $12,559+133.3% | $10,802+171.3% | $12,315+138.0% |