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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 | $594,957 | $156,398+280.4% | $147,318+303.9% | $138,895+328.3% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 79.9%-9.9pp |
| Annual return | 8.66% | 78.75%-70.1pp | 70.43%-61.8pp | 145.39%-136.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,838 | $8,237-29.1% | $7,906-26.2% | $6,396-8.7% |
| Admin fee / account holder | $114,601 | $14,976+665.2% | $13,708+736.0% | $12,562+812.3% |