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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 | $393,493 | $150,445+161.6% | $136,297+188.7% | $147,585+166.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.69% | 1049.14%-1040.4pp | 5156.16%-5147.5pp | 578.57%-569.9pp |
| Employer contribution / active EE | $13,440 | $5,256+155.7% | $4,696+186.2% | $4,876+175.6% |
| Participant deferral / active EE | $21,000 | $6,631+216.7% | $6,247+236.2% | $5,439+286.1% |
| Admin fee / account holder | $81,170 | $10,906+644.3% | $9,244+778.1% | $10,885+645.7% |