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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 | $611,657 | $159,934+282.4% | $147,005+316.1% | $145,959+319.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.00% | 98.24%-93.2pp | 418.76%-413.8pp | 561.95%-556.9pp |
| Employer contribution / active EE | $5,250 | $5,287-0.7% | $4,934+6.4% | $4,661+12.6% |
| Participant deferral / active EE | $15,250 | $8,427+81.0% | $8,070+89.0% | $6,689+128.0% |
| Admin fee / account holder | $22,333 | $15,053+48.4% | $13,006+71.7% | $13,398+66.7% |