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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 | $459,867 | $162,136+183.6% | $152,301+201.9% | $154,746+197.2% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 7.08% | 91.02%-83.9pp | 80.50%-73.4pp | 172.34%-165.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,071 | $8,341+20.7% | $8,004+25.8% | $6,730+49.6% |
| Admin fee / account holder | $10,123 | $15,759-35.8% | $14,398-29.7% | $14,365-29.5% |