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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 | $578,935 | $176,786+227.5% | $146,643+294.8% | $167,536+245.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 1.87% | 24.04%-22.2pp | 22.75%-20.9pp | 478.82%-476.9pp |
| Employer contribution / active EE | $31,523 | $5,161+510.8% | $4,137+662.0% | $4,839+551.4% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $11,589 | $13,262-12.6% | $10,280+12.7% | $12,315-5.9% |