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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 | $223,823+166.7% | $211,142+182.7% | $154,746+285.7% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 8.29% | 50.39%-42.1pp | 46.84%-38.5pp | 172.34%-164.0pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $16,470 | $9,750+68.9% | $9,284+77.4% | $6,730+144.7% |
| Admin fee / account holder | $3,510 | $19,707-82.2% | $19,076-81.6% | $14,365-75.6% |