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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 | $481,638 | $107,368+348.6% | $92,915+418.4% | $152,909+215.0% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.5%-9.7pp |
| Annual return | 5.55% | 145.64%-140.1pp | 109.45%-103.9pp | 345.46%-339.9pp |
| Employer contribution / active EE | $22,782 | $4,222+439.5% | $3,653+523.6% | $4,764+378.2% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,762 | $7,082+9.6% | $5,796+33.9% | $11,601-33.1% |