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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 | $475,264 | $150,447+215.9% | $136,298+248.7% | $147,586+222.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.96% | 1049.15%-1041.2pp | 5156.27%-5148.3pp | 578.59%-570.6pp |
| Employer contribution / active EE | $8,889 | $5,256+69.1% | $4,696+89.3% | $4,876+82.3% |
| Participant deferral / active EE | $7,524 | $6,631+13.5% | $6,247+20.4% | $5,439+38.3% |
| Admin fee / account holder | $1,512 | $10,906-86.1% | $9,244-83.6% | $10,886-86.1% |