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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 | $386,406 | $202,345+91.0% | $172,755+123.7% | $152,885+152.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.53% | 1029.77%-1018.2pp | 802.94%-791.4pp | 345.39%-333.9pp |
| Employer contribution / active EE | $4,720 | $5,858-19.4% | $5,144-8.2% | $4,763-0.9% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,198+60.3% | $5,851+42.4% |
| Admin fee / account holder | $70,706 | $17,111+313.2% | $13,955+406.7% | $11,598+509.6% |