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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 | $373,196 | $88,754+320.5% | $81,820+356.1% | $145,877+155.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.99% | 1031.77%-1022.8pp | 777.93%-768.9pp | 551.28%-542.3pp |
| Employer contribution / active EE | $8,480 | $3,085+174.8% | $2,915+190.9% | $4,663+81.8% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $12,960 | $8,424+53.8% | $7,391+75.4% | $13,402-3.3% |