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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 | $327,698 | $105,210+211.5% | $159,487+105.5% | $85,851+281.7% |
| Participation rate | 89.8% | 75.8%+14.0pp | 82.8%+7.0pp | 69.3%+20.5pp |
| Annual return | 9.94% | 45.08%-35.1pp | 263.71%-253.8pp | 318.63%-308.7pp |
| Employer contribution / active EE | $12,069 | $3,319+263.6% | $4,831+149.8% | $2,565+370.4% |
| Participant deferral / active EE | $7,336 | $5,946+23.4% | $7,354-0.2% | $3,952+85.6% |
| Admin fee / account holder | $67,080 | $6,934+867.3% | $10,804+520.9% | $6,261+971.4% |