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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 | $620,552 | $72,486+756.1% | $87,103+612.4% | $72,976+750.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 4.48% | 24.46%-20.0pp | 28.19%-23.7pp | 81.02%-76.5pp |
| Employer contribution / active EE | $18,848 | $1,894+895.2% | $2,521+647.5% | $2,440+672.4% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $16,898 | $5,055+234.3% | $7,491+125.6% | $5,124+229.8% |