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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 | $811,146 | $181,896+345.9% | $156,551+418.1% | $273,972+196.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.99% | 30.74%-29.7pp | 32.23%-31.2pp | 41.46%-40.5pp |
| Employer contribution / active EE | $3,000 | $6,248-52.0% | $5,501-45.5% | $4,869-38.4% |
| Participant deferral / active EE | $12,000 | $5,550+116.2% | $4,871+146.4% | $5,287+127.0% |
| Admin fee / account holder | $410,573 | $15,560+2538.6% | $13,028+3051.4% | $10,133+3952.0% |