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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 | $487,354 | $202,342+140.9% | $172,753+182.1% | $152,909+218.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.84% | 1029.88%-1019.0pp | 803.00%-792.2pp | 345.46%-334.6pp |
| Employer contribution / active EE | $6,633 | $5,857+13.2% | $5,144+29.0% | $4,764+39.2% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,198+60.3% | $5,851+42.4% |
| Admin fee / account holder | $333,333 | $17,112+1848.0% | $13,956+2288.5% | $11,601+2773.4% |