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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 | $108,897+143.2% | $100,378+163.8% | $145,877+81.5% |
| Participation rate | 72.7% | 83.0%-10.2pp | 81.5%-8.8pp | 80.3%-7.6pp |
| Annual return | 7.68% | 58.17%-50.5pp | 49.41%-41.7pp | 551.28%-543.6pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,128 | $8,455-63.0% | $8,087-61.3% | $6,691-53.3% |
| Admin fee / account holder | $47,165 | $9,690+386.7% | $7,899+497.1% | $13,402+251.9% |