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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 | $196,972+116.4% | $182,262+133.8% | $198,609+114.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 2.94% | 158.27%-155.3pp | 140.60%-137.7pp | 202.70%-199.8pp |
| Employer contribution / active EE | $4,480 | $5,364-16.5% | $5,046-11.2% | $5,055-11.4% |
| Participant deferral / active EE | $6,567 | $8,643-24.0% | $8,276-20.7% | $6,977-5.9% |
| Admin fee / account holder | $908,508 | $18,429+4829.9% | $16,712+5336.3% | $19,030+4674.0% |