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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 | $522,433 | $165,381+215.9% | $149,730+248.9% | $158,966+228.6% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 3.33% | 348.29%-345.0pp | 276.70%-273.4pp | 302.95%-299.6pp |
| Employer contribution / active EE | $9,964 | $5,104+95.2% | $4,645+114.5% | $4,762+109.2% |
| Participant deferral / active EE | $6,456 | $7,182-10.1% | $6,843-5.6% | $5,983+7.9% |
| Admin fee / account holder | $61,616 | $10,809+470.0% | $9,310+561.8% | $11,250+447.7% |