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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 | $510,428 | $202,342+152.3% | $172,752+195.5% | $152,897+233.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.09% | 1029.83%-1026.7pp | 802.97%-799.9pp | 345.43%-342.3pp |
| Employer contribution / active EE | $9,229 | $5,858+57.5% | $5,144+79.4% | $4,764+93.7% |
| Participant deferral / active EE | $16,667 | $5,948+180.2% | $5,198+220.7% | $5,851+184.8% |
| Admin fee / account holder | $18,235 | $17,111+6.6% | $13,955+30.7% | $11,599+57.2% |