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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 | $271,704 | $107,941+151.7% | $91,994+195.3% | $152,909+77.7% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.5%-7.5pp |
| Annual return | 6.85% | 89.28%-82.4pp | 69.04%-62.2pp | 345.46%-338.6pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,756 | $6,366-41.0% | $5,924-36.6% | $5,851-35.8% |
| Admin fee / account holder | $678 | $10,521-93.6% | $7,744-91.2% | $11,601-94.2% |