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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 | $277,670 | $72,426+283.4% | $67,560+311.0% | $145,897+90.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.20% | 7226.78%-7219.6pp | 3533.50%-3526.3pp | 552.29%-545.1pp |
| Employer contribution / active EE | $5,327 | $3,074+73.3% | $2,737+94.7% | $4,663+14.2% |
| Participant deferral / active EE | $12,026 | $4,785+151.3% | $4,004+200.3% | $6,689+79.8% |
| Admin fee / account holder | $4,627 | $5,514-16.1% | $3,994+15.8% | $13,390-65.4% |