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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 | $447,428 | $160,070+179.5% | $147,117+204.1% | $145,897+206.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.96% | 98.69%-89.7pp | 420.54%-411.6pp | 552.29%-543.3pp |
| Employer contribution / active EE | $2,162 | $5,285-59.1% | $4,932-56.2% | $4,663-53.6% |
| Participant deferral / active EE | $3,244 | $8,419-61.5% | $8,065-59.8% | $6,689-51.5% |
| Admin fee / account holder | $92,546 | $15,035+515.5% | $12,993+612.3% | $13,390+591.1% |