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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 | $422,406 | $150,447+180.8% | $136,298+209.9% | $147,586+186.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.88% | 1049.15%-1041.3pp | 5156.27%-5148.4pp | 578.59%-570.7pp |
| Employer contribution / active EE | $16,395 | $5,256+211.9% | $4,696+249.1% | $4,876+236.2% |
| Participant deferral / active EE | $10,864 | $6,631+63.9% | $6,247+73.9% | $5,439+99.8% |
| Admin fee / account holder | $11,975 | $10,906+9.8% | $9,244+29.5% | $10,886+10.0% |