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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 | $426,863 | $150,446+183.7% | $136,297+213.2% | $147,585+189.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.05% | 1049.14%-1039.1pp | 5156.19%-5146.1pp | 578.58%-568.5pp |
| Employer contribution / active EE | $3,633 | $5,256-30.9% | $4,696-22.6% | $4,876-25.5% |
| Participant deferral / active EE | $4,700 | $6,631-29.1% | $6,247-24.8% | $5,439-13.6% |
| Admin fee / account holder | $12,236 | $10,906+12.2% | $9,244+32.4% | $10,886+12.4% |