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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 | $396,827 | $132,634+199.2% | $115,768+242.8% | $137,256+189.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.4%+5.6pp | 80.0%0pp |
| Annual return | 4.98% | 160.70%-155.7pp | 100.46%-95.5pp | 220.34%-215.4pp |
| Employer contribution / active EE | $4,639 | $3,360+38.1% | $2,940+57.8% | $4,156+11.6% |
| Participant deferral / active EE | $9,698 | $5,619+72.6% | $4,917+97.2% | $6,407+51.4% |
| Admin fee / account holder | $5,103 | $15,028-66.0% | $12,439-59.0% | $12,270-58.4% |