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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 | $319,709 | $159,934+99.9% | $147,005+117.5% | $145,959+119.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 7.42% | 98.24%-90.8pp | 418.76%-411.3pp | 561.95%-554.5pp |
| Employer contribution / active EE | $2,686 | $5,287-49.2% | $4,934-45.6% | $4,661-42.4% |
| Participant deferral / active EE | $15,044 | $8,427+78.5% | $8,070+86.4% | $6,689+124.9% |
| Admin fee / account holder | $5,871 | $15,053-61.0% | $13,006-54.9% | $13,398-56.2% |