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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 | $259,076 | $114,119+127.0% | $107,187+141.7% | $138,895+86.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 4.53% | 273.21%-268.7pp | 204.55%-200.0pp | 145.39%-140.9pp |
| Employer contribution / active EE | $1,942 | $4,059-52.2% | $3,782-48.7% | $4,194-53.7% |
| Participant deferral / active EE | $13,075 | $5,538+136.1% | $5,096+156.6% | $6,396+104.4% |
| Admin fee / account holder | $66,400 | $10,024+562.4% | $9,162+624.7% | $12,562+428.6% |