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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 | $310,069 | $202,342+53.2% | $172,752+79.5% | $152,897+102.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.32% | 1029.83%-1017.5pp | 802.97%-790.6pp | 345.43%-333.1pp |
| Employer contribution / active EE | $13,730 | $5,858+134.4% | $5,144+166.9% | $4,764+188.2% |
| Participant deferral / active EE | $9,382 | $5,948+57.7% | $5,198+80.5% | $5,851+60.3% |
| Admin fee / account holder | $3,240 | $17,111-81.1% | $13,955-76.8% | $11,599-72.1% |