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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 | $271,949 | $88,815+206.2% | $81,882+232.1% | $145,897+86.4% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 9.42% | 1033.75%-1024.3pp | 779.47%-770.1pp | 552.29%-542.9pp |
| Employer contribution / active EE | $3,711 | $3,086+20.3% | $2,916+27.3% | $4,663-20.4% |
| Participant deferral / active EE | $14,893 | $4,647+220.5% | $4,323+244.5% | $6,689+122.6% |
| Admin fee / account holder | $106,172 | $8,434+1158.8% | $7,360+1342.6% | $13,390+692.9% |