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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 | $328,199 | $160,028+105.1% | $147,080+123.1% | $145,884+125.0% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 8.78% | 98.60%-89.8pp | 420.17%-411.4pp | 551.85%-543.1pp |
| Employer contribution / active EE | $4,291 | $5,286-18.8% | $4,933-13.0% | $4,662-8.0% |
| Participant deferral / active EE | $12,925 | $8,422+53.5% | $8,066+60.2% | $6,690+93.2% |
| Admin fee / account holder | $9,921 | $15,030-34.0% | $12,989-23.6% | $13,392-25.9% |