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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 | $592,916 | $175,231+238.4% | $149,696+296.1% | $139,466+325.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 8.60% | 166.77%-158.2pp | 134.46%-125.9pp | 373.66%-365.1pp |
| Employer contribution / active EE | $52,800 | $5,478+863.9% | $4,821+995.3% | $4,754+1010.7% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $390,255 | $16,155+2315.7% | $13,212+2853.8% | $11,409+3320.7% |