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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 | $277,486 | $171,867+61.5% | $149,721+85.3% | $147,586+88.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 5.65% | 2113.36%-2107.7pp | 1501.67%-1496.0pp | 578.59%-572.9pp |
| Employer contribution / active EE | $2,803 | $6,275-55.3% | $5,444-48.5% | $4,876-42.5% |
| Participant deferral / active EE | $7,859 | $7,270+8.1% | $6,568+19.7% | $5,439+44.5% |
| Admin fee / account holder | $119,887 | $13,799+768.8% | $11,282+962.6% | $10,886+1001.3% |