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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 | $584,219 | $157,276+271.5% | $141,177+313.8% | $152,885+282.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 14.44% | 64.33%-49.9pp | 71.40%-57.0pp | 345.39%-330.9pp |
| Employer contribution / active EE | $1,047 | $5,262-80.1% | $4,736-77.9% | $4,763-78.0% |
| Participant deferral / active EE | $12,578 | $7,110+76.9% | $6,710+87.5% | $5,851+115.0% |
| Admin fee / account holder | $201,416 | $12,123+1561.5% | $10,263+1862.5% | $11,598+1636.6% |