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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 | $1,303,837 | $124,425+947.9% | $112,040+1063.7% | $137,256+849.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 8.43% | 24.72%-16.3pp | 24.52%-16.1pp | 220.34%-211.9pp |
| Employer contribution / active EE | $24,310 | $3,411+612.6% | $2,954+723.0% | $4,156+484.9% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $57,557 | $15,207+278.5% | $12,098+375.7% | $12,270+369.1% |