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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 | $154,228+97.3% | $145,433+109.3% | $137,256+121.7% |
| Participation rate | 70.6% | 83.8%-13.2pp | 82.1%-11.5pp | 80.0%-9.4pp |
| Annual return | 10.48% | 74.59%-64.1pp | 66.58%-56.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,566 | $8,216-20.1% | $7,897-16.9% | $6,407+2.5% |
| Admin fee / account holder | $5,361 | $14,344-62.6% | $13,129-59.2% | $12,270-56.3% |