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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 | $887,572 | $165,361+436.7% | $149,715+492.8% | $158,950+458.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.80% | 348.24%-342.4pp | 276.66%-270.9pp | 302.91%-297.1pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $26,000 | $7,182+262.0% | $6,842+280.0% | $5,983+334.6% |
| Admin fee / account holder | $5,605 | $10,808-48.1% | $9,310-39.8% | $11,248-50.2% |