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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 | $412,640 | $108,911+278.9% | $100,392+311.0% | $145,884+182.9% |
| Participation rate | 73.3% | 83.0%-9.6pp | 81.5%-8.2pp | 80.3%-7.0pp |
| Annual return | 8.61% | 58.23%-49.6pp | 49.45%-40.8pp | 551.85%-543.2pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $21,645 | $8,459+155.9% | $8,090+167.6% | $6,690+223.6% |
| Admin fee / account holder | $2,328 | $9,698-76.0% | $7,904-70.5% | $13,392-82.6% |