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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 | $325,094 | $171,867+89.2% | $149,721+117.1% | $147,586+120.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.95% | 2113.36%-2105.4pp | 1501.67%-1493.7pp | 578.59%-570.6pp |
| Employer contribution / active EE | $36,000 | $6,275+473.7% | $5,444+561.2% | $4,876+638.3% |
| Participant deferral / active EE | $22,000 | $7,270+202.6% | $6,568+234.9% | $5,439+304.5% |
| Admin fee / account holder | $9,923 | $13,799-28.1% | $11,282-12.0% | $10,886-8.8% |