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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 | $88,754+250.6% | $81,820+280.3% | $145,877+113.3% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 6.69% | 1031.77%-1025.1pp | 777.93%-771.2pp | 551.28%-544.6pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $18,453 | $4,648+297.0% | $4,323+326.9% | $6,691+175.8% |
| Admin fee / account holder | $731 | $8,424-91.3% | $7,391-90.1% | $13,402-94.5% |