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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 | $383,602 | $202,342+89.6% | $172,752+122.1% | $152,897+150.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 8.47% | 1029.83%-1021.4pp | 802.97%-794.5pp | 345.43%-337.0pp |
| Employer contribution / active EE | $17,976 | $5,858+206.9% | $5,144+249.5% | $4,764+277.4% |
| Participant deferral / active EE | $11,907 | $5,948+100.2% | $5,198+129.1% | $5,851+103.5% |
| Admin fee / account holder | $283,719 | $17,111+1558.1% | $13,955+1933.1% | $11,599+2346.0% |