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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 | $285,740 | $159,978+78.6% | $147,041+94.3% | $145,978+95.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.52% | 98.36%-88.8pp | 419.21%-409.7pp | 550.52%-541.0pp |
| Employer contribution / active EE | $3,012 | $5,288-43.1% | $4,935-39.0% | $4,662-35.4% |
| Participant deferral / active EE | $6,510 | $8,429-22.8% | $8,071-19.3% | $6,690-2.7% |
| Admin fee / account holder | $4,560 | $15,053-69.7% | $13,006-64.9% | $13,400-66.0% |