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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 | $457,203 | $150,447+203.9% | $136,298+235.4% | $147,586+209.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.27% | 1049.15%-1043.9pp | 5156.27%-5151.0pp | 578.59%-573.3pp |
| Employer contribution / active EE | $14,079 | $5,256+167.9% | $4,696+199.8% | $4,876+188.7% |
| Participant deferral / active EE | $9,254 | $6,631+39.6% | $6,247+48.1% | $5,439+70.2% |
| Admin fee / account holder | $18,976 | $10,906+74.0% | $9,244+105.3% | $10,886+74.3% |