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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 | $202,326+140.9% | $172,745+182.1% | $152,870+218.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.84% | 1029.72%-1018.9pp | 802.90%-792.1pp | 345.34%-334.5pp |
| Employer contribution / active EE | $6,633 | $5,858+13.2% | $5,144+28.9% | $4,763+39.3% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,197+60.3% | $5,850+42.4% |
| Admin fee / account holder | $333,333 | $17,110+1848.2% | $13,954+2288.7% | $11,597+2774.4% |