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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 | $283,749 | $102,595+176.6% | $94,057+201.7% | $154,746+83.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 6.44% | 583.42%-577.0pp | 480.62%-474.2pp | 172.34%-165.9pp |
| Employer contribution / active EE | $1,714 | $3,147-45.5% | $2,933-41.6% | $4,379-60.9% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,898 | $7,736-49.6% | $7,244-46.2% | $14,365-72.9% |