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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 | $493,028 | $176,120+179.9% | $159,487+209.1% | $167,553+194.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.46% | 331.95%-327.5pp | 263.71%-259.2pp | 478.89%-474.4pp |
| Employer contribution / active EE | $14,917 | $5,299+181.5% | $4,831+208.8% | $4,840+208.2% |
| Participant deferral / active EE | $6,430 | $7,752-17.1% | $7,354-12.6% | $6,343+1.4% |
| Admin fee / account holder | $21,633 | $12,561+72.2% | $10,804+100.2% | $12,316+75.6% |