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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 | $289,110 | $150,447+92.2% | $136,298+112.1% | $147,586+95.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.31% | 1049.15%-1038.8pp | 5156.27%-5146.0pp | 578.59%-568.3pp |
| Employer contribution / active EE | $14,880 | $5,256+183.1% | $4,696+216.9% | $4,876+205.1% |
| Participant deferral / active EE | $9,319 | $6,631+40.5% | $6,247+49.2% | $5,439+71.4% |
| Admin fee / account holder | $46,571 | $10,906+327.0% | $9,244+403.8% | $10,886+327.8% |