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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 | $669,262 | $211,239+216.8% | $178,528+274.9% | $145,877+358.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.25% | 30.22%-25.0pp | 27.11%-21.9pp | 551.28%-546.0pp |
| Employer contribution / active EE | $13,330 | $4,570+191.7% | $3,950+237.4% | $4,663+185.9% |
| Participant deferral / active EE | $9,022 | $6,963+29.6% | $6,278+43.7% | $6,691+34.8% |
| Admin fee / account holder | $149,123 | $12,095+1133.0% | $10,419+1331.3% | $13,402+1012.7% |