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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 | $756,585 | $184,014+311.2% | $161,149+369.5% | $138,895+444.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 3.47% | 21.52%-18.1pp | 21.16%-17.7pp | 145.39%-141.9pp |
| Employer contribution / active EE | $8,580 | $5,055+69.7% | $4,360+96.8% | $4,194+104.6% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $299,472 | $18,027+1561.3% | $15,194+1870.9% | $12,562+2283.9% |