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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 | $304,360 | $162,136+87.7% | $152,301+99.8% | $154,746+96.7% |
| Participation rate | 70.6% | 84.1%-13.5pp | 82.4%-11.9pp | 80.7%-10.1pp |
| Annual return | 10.48% | 91.02%-80.5pp | 80.50%-70.0pp | 172.34%-161.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,566 | $8,341-21.3% | $8,004-18.0% | $6,730-2.4% |
| Admin fee / account holder | $5,361 | $15,759-66.0% | $14,398-62.8% | $14,365-62.7% |