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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 | $568,800 | $154,193+268.9% | $130,045+337.4% | $139,466+307.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 6.23% | 32.51%-26.3pp | -137.30%+143.5pp | 373.66%-367.4pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,511 | $6,709+56.7% | $5,820+80.6% | $6,712+56.6% |
| Admin fee / account holder | $125,245 | $13,989+795.3% | $10,600+1081.5% | $11,409+997.8% |