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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 | $596,876 | $209,336+185.1% | $197,124+202.8% | $137,256+334.9% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 8.29% | 48.09%-39.8pp | 44.34%-36.1pp | 220.34%-212.1pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $16,470 | $9,614+71.3% | $9,135+80.3% | $6,407+157.1% |
| Admin fee / account holder | $3,510 | $17,308-79.7% | $16,298-78.5% | $12,270-71.4% |