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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 | $601,100 | $72,071+734.0% | $68,368+779.2% | $137,256+337.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.49% | 353.14%-342.7pp | 292.57%-282.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $5,225 | $2,788+87.4% | $2,649+97.3% | $4,156+25.7% |
| Participant deferral / active EE | $7,493 | $4,410+69.9% | $4,123+81.7% | $6,407+16.9% |
| Admin fee / account holder | $371 | $5,336-93.1% | $5,150-92.8% | $12,270-97.0% |