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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 | $385,917 | $150,446+156.5% | $136,297+183.1% | $147,585+161.5% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 10.15% | 1049.14%-1039.0pp | 5156.19%-5146.0pp | 578.58%-568.4pp |
| Employer contribution / active EE | $27,123 | $5,256+416.0% | $4,696+477.6% | $4,876+456.2% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $20,480 | $10,906+87.8% | $9,244+121.6% | $10,886+88.1% |