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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 | $376,044 | $160,028+135.0% | $147,080+155.7% | $145,884+157.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 8.69% | 98.60%-89.9pp | 420.17%-411.5pp | 551.85%-543.2pp |
| Employer contribution / active EE | $1,538 | $5,286-70.9% | $4,933-68.8% | $4,662-67.0% |
| Participant deferral / active EE | $16,302 | $8,422+93.6% | $8,066+102.1% | $6,690+143.7% |
| Admin fee / account holder | $38,225 | $15,030+154.3% | $12,989+194.3% | $13,392+185.4% |