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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 | $535,561 | $150,447+256.0% | $136,298+292.9% | $147,586+262.9% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 8.21% | 1049.15%-1040.9pp | 5156.27%-5148.1pp | 578.59%-570.4pp |
| Employer contribution / active EE | $12,357 | $5,256+135.1% | $4,696+163.2% | $4,876+153.4% |
| Participant deferral / active EE | $12,339 | $6,631+86.1% | $6,247+97.5% | $5,439+126.9% |
| Admin fee / account holder | $14,995 | $10,906+37.5% | $9,244+62.2% | $10,886+37.8% |