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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 | $299,566 | $160,070+87.1% | $147,117+103.6% | $145,897+105.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.54% | 98.69%-89.1pp | 420.54%-411.0pp | 552.29%-542.7pp |
| Employer contribution / active EE | $11,093 | $5,285+109.9% | $4,932+124.9% | $4,663+137.9% |
| Participant deferral / active EE | $10,991 | $8,419+30.5% | $8,065+36.3% | $6,689+64.3% |
| Admin fee / account holder | $33,618 | $15,035+123.6% | $12,993+158.7% | $13,390+151.1% |