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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 | $538,956 | $114,119+372.3% | $107,187+402.8% | $138,895+288.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 9.25% | 273.21%-264.0pp | 204.55%-195.3pp | 145.39%-136.1pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $13,750 | $5,538+148.3% | $5,096+169.8% | $6,396+115.0% |
| Admin fee / account holder | $22,478 | $10,024+124.2% | $9,162+145.3% | $12,562+78.9% |