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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 | $159,978+99.8% | $147,041+117.4% | $145,978+119.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 7.42% | 98.36%-90.9pp | 419.21%-411.8pp | 550.52%-543.1pp |
| Employer contribution / active EE | $2,686 | $5,288-49.2% | $4,935-45.6% | $4,662-42.4% |
| Participant deferral / active EE | $15,044 | $8,429+78.5% | $8,071+86.4% | $6,690+124.9% |
| Admin fee / account holder | $5,871 | $15,053-61.0% | $13,006-54.9% | $13,400-56.2% |