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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 | $514,694 | $178,174+188.9% | $156,181+229.6% | $137,256+275.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 4.06% | 84.19%-80.1pp | 64.87%-60.8pp | 220.34%-216.3pp |
| Employer contribution / active EE | $5,720 | $4,972+15.1% | $4,294+33.2% | $4,156+37.6% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $224,479 | $17,404+1189.8% | $14,586+1439.0% | $12,270+1729.5% |