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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 | $313,217 | $160,028+95.7% | $147,080+113.0% | $145,884+114.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 6.33% | 98.60%-92.3pp | 420.17%-413.8pp | 551.85%-545.5pp |
| Employer contribution / active EE | $3,146 | $5,286-40.5% | $4,933-36.2% | $4,662-32.5% |
| Participant deferral / active EE | $10,488 | $8,422+24.5% | $8,066+30.0% | $6,690+56.8% |
| Admin fee / account holder | $5,954 | $15,030-60.4% | $12,989-54.2% | $13,392-55.5% |