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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 | $388,947 | $150,446+158.5% | $136,297+185.4% | $147,585+163.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.73% | 1049.14%-1040.4pp | 5156.19%-5147.5pp | 578.58%-569.9pp |
| Employer contribution / active EE | $3,787 | $5,256-27.9% | $4,696-19.3% | $4,876-22.3% |
| Participant deferral / active EE | $14,170 | $6,631+113.7% | $6,247+126.8% | $5,439+160.5% |
| Admin fee / account holder | $6,021 | $10,906-44.8% | $9,244-34.9% | $10,886-44.7% |