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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 | $1,865,477 | $112,729+1554.8% | $98,716+1789.7% | $137,256+1259.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 8.84% | 38.48%-29.6pp | 31.81%-23.0pp | 220.34%-211.5pp |
| Employer contribution / active EE | $22,295 | $2,725+718.1% | $2,279+878.5% | $4,156+436.5% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $9,472 | $10,129-6.5% | $8,703+8.8% | $12,270-22.8% |