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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 | $376,001 | $208,088+80.7% | $186,193+101.9% | $154,746+143.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 8.11% | 89.97%-81.9pp | 78.03%-69.9pp | 172.34%-164.2pp |
| Employer contribution / active EE | $2,829 | $4,340-34.8% | $3,918-27.8% | $4,379-35.4% |
| Participant deferral / active EE | $6,383 | $7,078-9.8% | $6,513-2.0% | $6,730-5.2% |
| Admin fee / account holder | $136,114 | $11,698+1063.5% | $11,058+1130.9% | $14,365+847.5% |