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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 | $88,778+206.3% | $81,844+232.3% | $145,884+86.4% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 9.42% | 1033.03%-1023.6pp | 778.87%-769.4pp | 551.85%-542.4pp |
| Employer contribution / active EE | $3,711 | $3,087+20.2% | $2,916+27.3% | $4,662-20.4% |
| Participant deferral / active EE | $14,893 | $4,648+220.4% | $4,323+244.5% | $6,690+122.6% |
| Admin fee / account holder | $106,172 | $8,430+1159.4% | $7,355+1343.4% | $13,392+692.8% |