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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 | $391,110 | $150,447+160.0% | $136,298+187.0% | $147,586+165.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.05% | 1049.15%-1041.1pp | 5156.27%-5148.2pp | 578.59%-570.5pp |
| Employer contribution / active EE | $4,200 | $5,256-20.1% | $4,696-10.6% | $4,876-13.9% |
| Participant deferral / active EE | $15,125 | $6,631+128.1% | $6,247+142.1% | $5,439+178.1% |
| Admin fee / account holder | $12,956 | $10,906+18.8% | $9,244+40.2% | $10,886+19.0% |