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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 | $298,986 | $165,351+80.8% | $149,710+99.7% | $158,931+88.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.22% | 348.19%-342.0pp | 276.63%-270.4pp | 302.86%-296.6pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,039 | $7,181+11.9% | $6,842+17.5% | $5,982+34.4% |
| Admin fee / account holder | $2,511 | $10,807-76.8% | $9,309-73.0% | $11,247-77.7% |