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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 | $402,631 | $106,003+279.8% | $92,236+336.5% | $147,585+172.8% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 8.96% | 50.05%-41.1pp | 176.29%-167.3pp | 578.57%-569.6pp |
| Employer contribution / active EE | $1,571 | $4,333-63.8% | $3,679-57.3% | $4,876-67.8% |
| Participant deferral / active EE | $1,963 | $4,478-56.2% | $3,897-49.6% | $5,439-63.9% |
| Admin fee / account holder | $51,388 | $6,333+711.5% | $5,194+889.4% | $10,885+372.1% |