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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 | $280,769 | $159,934+75.6% | $147,005+91.0% | $145,959+92.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.15% | 98.24%-90.1pp | 418.76%-410.6pp | 561.95%-553.8pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $8,000 | $8,427-5.1% | $8,070-0.9% | $6,689+19.6% |
| Admin fee / account holder | $3,854 | $15,053-74.4% | $13,006-70.4% | $13,398-71.2% |