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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 | $685,857 | $150,447+355.9% | $136,298+403.2% | $147,586+364.7% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 5.28% | 1049.15%-1043.9pp | 5156.27%-5151.0pp | 578.59%-573.3pp |
| Employer contribution / active EE | $19,686 | $5,256+274.5% | $4,696+319.2% | $4,876+303.7% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,640 | $10,906-2.4% | $9,244+15.1% | $10,886-2.3% |