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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 | $415,953 | $160,028+159.9% | $147,080+182.8% | $145,884+185.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 6.84% | 98.60%-91.8pp | 420.17%-413.3pp | 551.85%-545.0pp |
| Employer contribution / active EE | $2,955 | $5,286-44.1% | $4,933-40.1% | $4,662-36.6% |
| Participant deferral / active EE | $8,435 | $8,422+0.2% | $8,066+4.6% | $6,690+26.1% |
| Admin fee / account holder | $52,550 | $15,030+249.6% | $12,989+304.6% | $13,392+292.4% |