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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 | $354,210 | $202,342+75.1% | $172,753+105.0% | $152,909+131.6% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 1.10% | 1029.88%-1028.8pp | 803.00%-801.9pp | 345.46%-344.4pp |
| Employer contribution / active EE | $6,590 | $5,857+12.5% | $5,144+28.1% | $4,764+38.3% |
| Participant deferral / active EE | $7,746 | $5,948+30.2% | $5,198+49.0% | $5,851+32.4% |
| Admin fee / account holder | $2,894 | $17,112-83.1% | $13,956-79.3% | $11,601-75.1% |