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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 | $500,868 | $115,814+332.5% | $101,275+394.6% | $158,982+215.0% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | 2.24% | 56.16%-53.9pp | 46.48%-44.2pp | 302.99%-300.8pp |
| Employer contribution / active EE | $18,522 | $4,176+343.6% | $3,660+406.1% | $4,763+288.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,520 | $7,249+17.5% | $5,948+43.2% | $11,252-24.3% |