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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 | $202,326+235.7% | $172,745+293.1% | $152,870+344.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 8.41% | 1029.72%-1021.3pp | 802.90%-794.5pp | 345.34%-336.9pp |
| Employer contribution / active EE | $6,747 | $5,858+15.2% | $5,144+31.2% | $4,763+41.7% |
| Participant deferral / active EE | $16,667 | $5,948+180.2% | $5,197+220.7% | $5,850+184.9% |
| Admin fee / account holder | $30,267 | $17,110+76.9% | $13,954+116.9% | $11,597+161.0% |