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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 | $518,017 | $209,422+147.4% | $178,503+190.2% | $158,982+225.8% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 4.68% | 188.81%-184.1pp | 151.12%-146.4pp | 302.99%-298.3pp |
| Employer contribution / active EE | $4,264 | $5,707-25.3% | $5,011-14.9% | $4,763-10.5% |
| Participant deferral / active EE | $6,419 | $5,955+7.8% | $5,202+23.4% | $5,983+7.3% |
| Admin fee / account holder | $304,516 | $17,079+1683.0% | $13,987+2077.1% | $11,252+2606.4% |