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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 | $523,635 | $176,120+197.3% | $159,487+228.3% | $167,553+212.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.38% | 331.95%-322.6pp | 263.71%-254.3pp | 478.89%-469.5pp |
| Employer contribution / active EE | $6,175 | $5,299+16.5% | $4,831+27.8% | $4,840+27.6% |
| Participant deferral / active EE | $16,333 | $7,752+110.7% | $7,354+122.1% | $6,343+157.5% |
| Admin fee / account holder | $28,516 | $12,561+127.0% | $10,804+163.9% | $12,316+131.5% |