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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 | $276,910 | $160,040+73.0% | $147,096+88.3% | $145,877+89.8% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 8.17% | 98.49%-90.3pp | 419.75%-411.6pp | 551.28%-543.1pp |
| Employer contribution / active EE | $4,598 | $5,289-13.1% | $4,936-6.8% | $4,663-1.4% |
| Participant deferral / active EE | $6,458 | $8,429-23.4% | $8,071-20.0% | $6,691-3.5% |
| Admin fee / account holder | $6,618 | $15,050-56.0% | $13,005-49.1% | $13,402-50.6% |