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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 | $696,516 | $175,231+297.5% | $149,696+365.3% | $139,466+399.4% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 10.16% | 166.77%-156.6pp | 134.46%-124.3pp | 373.66%-363.5pp |
| Employer contribution / active EE | $18,407 | $5,478+236.0% | $4,821+281.8% | $4,754+287.2% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $37,775 | $16,155+133.8% | $13,212+185.9% | $11,409+231.1% |