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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 | $335,833 | $160,028+109.9% | $147,080+128.3% | $145,884+130.2% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 8.99% | 98.60%-89.6pp | 420.17%-411.2pp | 551.85%-542.9pp |
| Employer contribution / active EE | $1,997 | $5,286-62.2% | $4,933-59.5% | $4,662-57.2% |
| Participant deferral / active EE | $6,662 | $8,422-20.9% | $8,066-17.4% | $6,690-0.4% |
| Admin fee / account holder | $1,240 | $15,030-91.7% | $12,989-90.5% | $13,392-90.7% |