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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 | $335,375 | $72,071+365.3% | $68,368+390.5% | $137,256+144.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 9.89% | 353.14%-343.3pp | 292.57%-282.7pp | 220.34%-210.4pp |
| Employer contribution / active EE | $8,993 | $2,788+222.6% | $2,649+239.5% | $4,156+116.4% |
| Participant deferral / active EE | $5,002 | $4,410+13.4% | $4,123+21.3% | $6,407-21.9% |
| Admin fee / account holder | $267,684 | $5,336+4917.0% | $5,150+5097.9% | $12,270+2081.6% |