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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 | $415,985 | $157,270+164.5% | $141,173+194.7% | $152,870+172.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 8.01% | 64.33%-56.3pp | 71.40%-63.4pp | 345.34%-337.3pp |
| Employer contribution / active EE | $13,333 | $5,261+153.4% | $4,735+181.6% | $4,763+179.9% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,850-100.0% |
| Admin fee / account holder | $8,380 | $12,121-30.9% | $10,262-18.3% | $11,597-27.7% |