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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 | $503,890 | $149,040+238.1% | $120,225+319.1% | $137,256+267.1% |
| Participation rate | 80.0% | 75.4%+4.6pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 8.02% | 605.68%-597.7pp | 439.23%-431.2pp | 220.34%-212.3pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,939 | $4,655+156.5% | $3,999+198.6% | $6,407+86.3% |
| Admin fee / account holder | $118,295 | $6,348+1763.6% | $5,696+1976.7% | $12,270+864.1% |