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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 | $358,568 | $180,749+98.4% | $160,784+123.0% | $137,256+161.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 9.85% | 2234.46%-2224.6pp | 1803.92%-1794.1pp | 220.34%-210.5pp |
| Employer contribution / active EE | $25,588 | $4,155+515.8% | $3,733+585.5% | $4,156+515.7% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $14,839 | $10,397+42.7% | $9,717+52.7% | $12,270+20.9% |