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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 | $250,030 | $202,342+23.6% | $172,752+44.7% | $152,897+63.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 6.53% | 1029.83%-1023.3pp | 802.97%-796.4pp | 345.43%-338.9pp |
| Employer contribution / active EE | $10,194 | $5,858+74.0% | $5,144+98.2% | $4,764+114.0% |
| Participant deferral / active EE | $6,465 | $5,948+8.7% | $5,198+24.4% | $5,851+10.5% |
| Admin fee / account holder | $8,884 | $17,111-48.1% | $13,955-36.3% | $11,599-23.4% |