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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 | $426,209 | $162,136+162.9% | $152,301+179.8% | $154,746+175.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 2.94% | 91.02%-88.1pp | 80.50%-77.6pp | 172.34%-169.4pp |
| Employer contribution / active EE | $4,480 | $4,890-8.4% | $4,624-3.1% | $4,379+2.3% |
| Participant deferral / active EE | $6,567 | $8,341-21.3% | $8,004-18.0% | $6,730-2.4% |
| Admin fee / account holder | $908,508 | $15,759+5664.9% | $14,398+6210.0% | $14,365+6224.4% |