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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 | $335,923 | $160,040+109.9% | $147,096+128.4% | $145,877+130.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.68% | 98.49%-91.8pp | 419.75%-413.1pp | 551.28%-544.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,762 | $8,429-43.5% | $8,071-41.0% | $6,691-28.8% |
| Admin fee / account holder | $1,465 | $15,050-90.3% | $13,005-88.7% | $13,402-89.1% |