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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 | $264,806 | $108,912+143.1% | $100,383+163.8% | $145,959+81.4% |
| Participation rate | 72.7% | 83.0%-10.2pp | 81.5%-8.8pp | 80.3%-7.6pp |
| Annual return | 7.68% | 57.96%-50.3pp | 49.26%-41.6pp | 561.95%-554.3pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,128 | $8,451-63.0% | $8,086-61.3% | $6,689-53.2% |
| Admin fee / account holder | $47,165 | $9,690+386.7% | $7,900+497.0% | $13,398+252.0% |