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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 | $314,853 | $160,028+96.7% | $147,080+114.1% | $145,884+115.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.03% | 98.60%-89.6pp | 420.17%-411.1pp | 551.85%-542.8pp |
| Employer contribution / active EE | $8,836 | $5,286+67.2% | $4,933+79.1% | $4,662+89.5% |
| Participant deferral / active EE | $7,873 | $8,422-6.5% | $8,066-2.4% | $6,690+17.7% |
| Admin fee / account holder | $870 | $15,030-94.2% | $12,989-93.3% | $13,392-93.5% |