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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 | $160,070+92.6% | $147,117+109.6% | $145,897+111.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 8.53% | 98.69%-90.2pp | 420.54%-412.0pp | 552.29%-543.8pp |
| Employer contribution / active EE | $3,365 | $5,285-36.3% | $4,932-31.8% | $4,663-27.8% |
| Participant deferral / active EE | $17,071 | $8,419+102.8% | $8,065+111.7% | $6,689+155.2% |
| Admin fee / account holder | $127,367 | $15,035+747.1% | $12,993+880.3% | $13,390+851.2% |