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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 | $308,345 | $160,040+92.7% | $147,096+109.6% | $145,877+111.4% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 8.53% | 98.49%-90.0pp | 419.75%-411.2pp | 551.28%-542.8pp |
| Employer contribution / active EE | $3,365 | $5,289-36.4% | $4,936-31.8% | $4,663-27.8% |
| Participant deferral / active EE | $17,071 | $8,429+102.5% | $8,071+111.5% | $6,691+155.2% |
| Admin fee / account holder | $127,367 | $15,050+746.3% | $13,005+879.4% | $13,402+850.3% |