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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 | $979,357 | $226,135+333.1% | $182,558+436.5% | $152,909+540.5% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.0%-6.6pp | 82.5%-11.0pp |
| Annual return | 5.78% | 192.60%-186.8pp | 148.59%-142.8pp | 345.46%-339.7pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,028 | $6,371-68.2% | $5,526-63.3% | $5,851-65.3% |
| Admin fee / account holder | $42,350 | $10,707+295.5% | $8,594+392.8% | $11,601+265.1% |