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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 | $268,997 | $150,447+78.8% | $136,298+97.4% | $147,586+82.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.46% | 1049.15%-1042.7pp | 5156.27%-5149.8pp | 578.59%-572.1pp |
| Employer contribution / active EE | $8,531 | $5,256+62.3% | $4,696+81.7% | $4,876+74.9% |
| Participant deferral / active EE | $12,625 | $6,631+90.4% | $6,247+102.1% | $5,439+132.1% |
| Admin fee / account holder | $3,643 | $10,906-66.6% | $9,244-60.6% | $10,886-66.5% |