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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 | $250,292 | $183,978+36.0% | $162,171+54.3% | $152,885+63.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 8.96% | 150.78%-141.8pp | 115.60%-106.6pp | 345.39%-336.4pp |
| Employer contribution / active EE | $4,141 | $6,370-35.0% | $5,613-26.2% | $4,763-13.1% |
| Participant deferral / active EE | $11,727 | $8,033+46.0% | $7,297+60.7% | $5,851+100.4% |
| Admin fee / account holder | $205,459 | $13,122+1465.7% | $10,843+1794.9% | $11,598+1671.5% |