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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 | $319,247 | $150,447+112.2% | $136,298+134.2% | $147,586+116.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.67% | 1049.15%-1044.5pp | 5156.27%-5151.6pp | 578.59%-573.9pp |
| Employer contribution / active EE | $4,603 | $5,256-12.4% | $4,696-2.0% | $4,876-5.6% |
| Participant deferral / active EE | $7,490 | $6,631+13.0% | $6,247+19.9% | $5,439+37.7% |
| Admin fee / account holder | $13,261 | $10,906+21.6% | $9,244+43.5% | $10,886+21.8% |