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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 | $377,283 | $150,446+150.8% | $136,297+176.8% | $147,585+155.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.06% | 1049.14%-1042.1pp | 5156.19%-5149.1pp | 578.58%-571.5pp |
| Employer contribution / active EE | $6,500 | $5,256+23.7% | $4,696+38.4% | $4,876+33.3% |
| Participant deferral / active EE | $24,000 | $6,631+262.0% | $6,247+284.2% | $5,439+341.3% |
| Admin fee / account holder | $1,636 | $10,906-85.0% | $9,244-82.3% | $10,886-85.0% |