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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 | $371,281 | $150,447+146.8% | $136,298+172.4% | $147,586+151.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.97% | 1049.15%-1043.2pp | 5156.27%-5150.3pp | 578.59%-572.6pp |
| Employer contribution / active EE | $4,102 | $5,256-22.0% | $4,696-12.7% | $4,876-15.9% |
| Participant deferral / active EE | $13,216 | $6,631+99.3% | $6,247+111.5% | $5,439+143.0% |
| Admin fee / account holder | $3,493 | $10,906-68.0% | $9,244-62.2% | $10,886-67.9% |