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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 | $311,139 | $88,710+250.7% | $81,783+280.4% | $145,959+113.2% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 6.69% | 1027.26%-1020.6pp | 775.05%-768.4pp | 561.95%-555.3pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $18,453 | $4,645+297.3% | $4,320+327.1% | $6,689+175.9% |
| Admin fee / account holder | $731 | $8,407-91.3% | $7,380-90.1% | $13,398-94.5% |