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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 | $251,277 | $157,304+59.7% | $141,197+78.0% | $152,909+64.3% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.5%+12.0pp |
| Annual return | 6.24% | 64.34%-58.1pp | 71.41%-65.2pp | 345.46%-339.2pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,470 | $7,111-9.0% | $6,710-3.6% | $5,851+10.6% |
| Admin fee / account holder | $941 | $12,126-92.2% | $10,265-90.8% | $11,601-91.9% |