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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 | $385,656 | $202,342+90.6% | $172,753+123.2% | $152,909+152.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.34% | 1029.88%-1017.5pp | 803.00%-790.7pp | 345.46%-333.1pp |
| Employer contribution / active EE | $5,893 | $5,857+0.6% | $5,144+14.6% | $4,764+23.7% |
| Participant deferral / active EE | $7,750 | $5,948+30.3% | $5,198+49.1% | $5,851+32.4% |
| Admin fee / account holder | $14,248 | $17,112-16.7% | $13,956+2.1% | $11,601+22.8% |