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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 | $340,564 | $202,342+68.3% | $172,752+97.1% | $152,897+122.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.15% | 1029.83%-1018.7pp | 802.97%-791.8pp | 345.43%-334.3pp |
| Employer contribution / active EE | $21,008 | $5,858+258.6% | $5,144+308.4% | $4,764+341.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,206 | $17,111-75.4% | $13,955-69.9% | $11,599-63.7% |