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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 | $265,946 | $160,070+66.1% | $147,117+80.8% | $145,897+82.3% |
| Participation rate | 89.5% | 84.0%+5.4pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 9.00% | 98.69%-89.7pp | 420.54%-411.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $3,060 | $5,285-42.1% | $4,932-38.0% | $4,663-34.4% |
| Participant deferral / active EE | $4,140 | $8,419-50.8% | $8,065-48.7% | $6,689-38.1% |
| Admin fee / account holder | $28,426 | $15,035+89.1% | $12,993+118.8% | $13,390+112.3% |