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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 | $312,504 | $150,447+107.7% | $136,298+129.3% | $147,586+111.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.99% | 1049.15%-1039.2pp | 5156.27%-5146.3pp | 578.59%-568.6pp |
| Employer contribution / active EE | $4,856 | $5,256-7.6% | $4,696+3.4% | $4,876-0.4% |
| Participant deferral / active EE | $11,510 | $6,631+73.6% | $6,247+84.2% | $5,439+111.6% |
| Admin fee / account holder | $2,184 | $10,906-80.0% | $9,244-76.4% | $10,886-79.9% |