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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 | $368,217 | $99,957+268.4% | $149,715+145.9% | $73,493+401.0% |
| Participation rate | 82.5% | 75.7%+6.8pp | 82.5%0pp | 70.7%+11.8pp |
| Annual return | 13.10% | 53.87%-40.8pp | 276.66%-263.6pp | 28.51%-15.4pp |
| Employer contribution / active EE | $12,279 | $3,191+284.8% | $4,645+164.4% | $2,270+440.9% |
| Participant deferral / active EE | $7,558 | $6,073+24.5% | $6,842+10.5% | $3,740+102.1% |
| Admin fee / account holder | $57,752 | $551+10387.0% | $9,310+520.3% | $513+11155.8% |