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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 | $737,068 | $129,737+468.1% | $119,126+518.7% | $154,746+376.3% |
| Participation rate | 72.7% | 78.9%-6.1pp | 75.8%-3.0pp | 80.7%-8.0pp |
| Annual return | 8.87% | 379.08%-370.2pp | 282.11%-273.2pp | 172.34%-163.5pp |
| Employer contribution / active EE | $24,015 | $4,375+448.9% | $4,034+495.4% | $4,379+448.4% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $52,155 | $11,961+336.1% | $10,693+387.7% | $14,365+263.1% |