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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 | $679,138 | $202,342+235.6% | $172,753+293.1% | $152,909+344.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 8.41% | 1029.88%-1021.5pp | 803.00%-794.6pp | 345.46%-337.1pp |
| Employer contribution / active EE | $6,747 | $5,857+15.2% | $5,144+31.2% | $4,764+41.6% |
| Participant deferral / active EE | $16,667 | $5,948+180.2% | $5,198+220.7% | $5,851+184.8% |
| Admin fee / account holder | $30,267 | $17,112+76.9% | $13,956+116.9% | $11,601+160.9% |