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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 | $281,728 | $160,070+76.0% | $147,117+91.5% | $145,897+93.1% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+0.9pp |
| Annual return | 8.71% | 98.69%-90.0pp | 420.54%-411.8pp | 552.29%-543.6pp |
| Employer contribution / active EE | $3,323 | $5,285-37.1% | $4,932-32.6% | $4,663-28.7% |
| Participant deferral / active EE | $8,402 | $8,419-0.2% | $8,065+4.2% | $6,689+25.6% |
| Admin fee / account holder | $28,570 | $15,035+90.0% | $12,993+119.9% | $13,390+113.4% |