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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 | $356,845 | $150,447+137.2% | $136,298+161.8% | $147,586+141.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.98% | 1049.15%-1040.2pp | 5156.27%-5147.3pp | 578.59%-569.6pp |
| Employer contribution / active EE | $8,000 | $5,256+52.2% | $4,696+70.4% | $4,876+64.1% |
| Participant deferral / active EE | $6,840 | $6,631+3.2% | $6,247+9.5% | $5,439+25.8% |
| Admin fee / account holder | $436,724 | $10,906+3904.4% | $9,244+4624.4% | $10,886+3911.9% |