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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 | $363,459 | $150,447+141.6% | $136,298+166.7% | $147,586+146.3% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 2.70% | 1049.15%-1046.5pp | 5156.27%-5153.6pp | 578.59%-575.9pp |
| Employer contribution / active EE | $17,923 | $5,256+241.0% | $4,696+281.7% | $4,876+267.6% |
| Participant deferral / active EE | $7,419 | $6,631+11.9% | $6,247+18.8% | $5,439+36.4% |
| Admin fee / account holder | $188,966 | $10,906+1632.7% | $9,244+1944.2% | $10,886+1635.9% |