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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 | $391,365 | $150,447+160.1% | $136,298+187.1% | $147,586+165.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.63% | 1049.15%-1045.5pp | 5156.27%-5152.6pp | 578.59%-575.0pp |
| Employer contribution / active EE | $7,064 | $5,256+34.4% | $4,696+50.4% | $4,876+44.9% |
| Participant deferral / active EE | $5,082 | $6,631-23.4% | $6,247-18.7% | $5,439-6.6% |
| Admin fee / account holder | $102,557 | $10,906+840.4% | $9,244+1009.5% | $10,886+842.1% |