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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 | $344,444 | $160,070+115.2% | $147,117+134.1% | $145,897+136.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 5.33% | 98.69%-93.4pp | 420.54%-415.2pp | 552.29%-547.0pp |
| Employer contribution / active EE | $38,805 | $5,285+634.3% | $4,932+686.7% | $4,663+732.3% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $33,966 | $15,035+125.9% | $12,993+161.4% | $13,390+153.7% |