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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 | $341,741 | $150,442+127.2% | $136,295+150.7% | $147,585+131.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.04% | 1049.09%-1040.1pp | 5155.97%-5146.9pp | 578.56%-569.5pp |
| Employer contribution / active EE | $11,248 | $5,256+114.0% | $4,695+139.5% | $4,876+130.7% |
| Participant deferral / active EE | $5,075 | $6,630-23.5% | $6,247-18.8% | $5,439-6.7% |
| Admin fee / account holder | $10,128 | $10,905-7.1% | $9,243+9.6% | $10,885-7.0% |