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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 | $182,442+305.9% | $163,379+353.2% | $138,895+433.1% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.8%-5.4pp | 79.9%-8.5pp |
| Annual return | 0.75% | 72.74%-72.0pp | 63.41%-62.7pp | 145.39%-144.6pp |
| Employer contribution / active EE | $1,201 | $4,159-71.1% | $3,752-68.0% | $4,194-71.4% |
| Participant deferral / active EE | $12,006 | $6,817+76.1% | $6,282+91.1% | $6,396+87.7% |
| Admin fee / account holder | $1,948 | $10,396-81.3% | $9,818-80.2% | $12,562-84.5% |