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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 | $322,834 | $88,754+263.7% | $81,820+294.6% | $145,877+121.3% |
| Participation rate | 70.0% | 75.1%-5.1pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 6.11% | 1031.77%-1025.7pp | 777.93%-771.8pp | 551.28%-545.2pp |
| Employer contribution / active EE | $642 | $3,085-79.2% | $2,915-78.0% | $4,663-86.2% |
| Participant deferral / active EE | $6,900 | $4,648+48.5% | $4,323+59.6% | $6,691+3.1% |
| Admin fee / account holder | $3,662 | $8,424-56.5% | $7,391-50.4% | $13,402-72.7% |