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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 | $919,876 | $143,969+538.9% | $199,883+360.2% | $82,637+1013.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 13.00% | 25.67%-12.7pp | 43.81%-30.8pp | 53.51%-40.5pp |
| Employer contribution / active EE | $48,461 | $4,632+946.2% | $6,261+674.0% | $2,552+1798.9% |
| Participant deferral / active EE | $0 | $6,937-100.0% | $9,138-100.0% | $4,126-100.0% |
| Admin fee / account holder | $65,281 | $14,597+347.2% | $17,268+278.1% | $7,339+789.5% |