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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 | $740,513 | $180,749+309.7% | $160,784+360.6% | $137,256+439.5% |
| Participation rate | 71.4% | 80.0%-8.5pp | 77.0%-5.5pp | 80.0%-8.5pp |
| Annual return | 0.75% | 2234.46%-2233.7pp | 1803.92%-1803.2pp | 220.34%-219.6pp |
| Employer contribution / active EE | $1,201 | $4,155-71.1% | $3,733-67.8% | $4,156-71.1% |
| Participant deferral / active EE | $12,006 | $6,844+75.4% | $6,293+90.8% | $6,407+87.4% |
| Admin fee / account holder | $1,948 | $10,397-81.3% | $9,717-80.0% | $12,270-84.1% |