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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 | $503,890 | $162,529+210.0% | $130,788+285.3% | $154,746+225.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 8.02% | 510.48%-502.5pp | 386.44%-378.4pp | 172.34%-164.3pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,939 | $4,808+148.3% | $4,137+188.6% | $6,730+77.4% |
| Admin fee / account holder | $118,295 | $7,669+1442.5% | $6,673+1672.8% | $14,365+723.5% |