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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 | $402,566 | $226,090+78.1% | $182,531+120.5% | $152,885+163.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 3.81% | 192.57%-188.8pp | 148.57%-144.8pp | 345.39%-341.6pp |
| Employer contribution / active EE | $4,527 | $4,978-9.1% | $4,075+11.1% | $4,763-5.0% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $11,854 | $10,705+10.7% | $8,593+37.9% | $11,598+2.2% |