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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 | $439,570 | $202,342+117.2% | $172,752+154.5% | $152,897+187.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.09% | 1029.83%-1020.7pp | 802.97%-793.9pp | 345.43%-336.3pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $16,333 | $5,948+174.6% | $5,198+214.2% | $5,851+179.2% |
| Admin fee / account holder | $6,100 | $17,111-64.4% | $13,955-56.3% | $11,599-47.4% |