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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 | $410,519 | $171,867+138.9% | $149,721+174.2% | $147,586+178.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 4.75% | 2113.36%-2108.6pp | 1501.67%-1496.9pp | 578.59%-573.8pp |
| Employer contribution / active EE | $4,587 | $6,275-26.9% | $5,444-15.8% | $4,876-5.9% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $12,484 | $13,799-9.5% | $11,282+10.7% | $10,886+14.7% |