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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 | $252,531 | $160,070+57.8% | $147,117+71.7% | $145,897+73.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 7.16% | 98.69%-91.5pp | 420.54%-413.4pp | 552.29%-545.1pp |
| Employer contribution / active EE | $3,044 | $5,285-42.4% | $4,932-38.3% | $4,663-34.7% |
| Participant deferral / active EE | $13,031 | $8,419+54.8% | $8,065+61.6% | $6,689+94.8% |
| Admin fee / account holder | $29,926 | $15,035+99.0% | $12,993+130.3% | $13,390+123.5% |