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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 | $266,491 | $202,342+31.7% | $172,753+54.3% | $152,909+74.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 8.68% | 1029.88%-1021.2pp | 803.00%-794.3pp | 345.46%-336.8pp |
| Employer contribution / active EE | $3,220 | $5,857-45.0% | $5,144-37.4% | $4,764-32.4% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,198+60.3% | $5,851+42.4% |
| Admin fee / account holder | $6,667 | $17,112-61.0% | $13,956-52.2% | $11,601-42.5% |