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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 | $385,440 | $148,582+159.4% | $135,942+183.5% | $139,456+176.4% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.8pp |
| Annual return | 9.63% | 79.26%-69.6pp | 68.28%-58.6pp | 373.45%-363.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,638 | $8,101-30.4% | $7,759-27.3% | $6,711-16.0% |
| Admin fee / account holder | $75,825 | $12,402+511.4% | $10,764+604.4% | $11,407+564.7% |