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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 | $668,276 | $150,447+344.2% | $136,298+390.3% | $147,586+352.8% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 8.30% | 1049.15%-1040.9pp | 5156.27%-5148.0pp | 578.59%-570.3pp |
| Employer contribution / active EE | $17,036 | $5,256+224.1% | $4,696+262.8% | $4,876+249.3% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,891 | $10,906-64.3% | $9,244-57.9% | $10,886-64.3% |