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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 | $1,677,976 | $86,919+1830.5% | $102,457+1537.7% | $80,911+1973.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 3.52% | 18.90%-15.4pp | 29.41%-25.9pp | 35.63%-32.1pp |
| Employer contribution / active EE | $36,859 | $2,368+1456.4% | $3,022+1119.6% | $2,756+1237.5% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $429,748 | $8,049+5239.1% | $9,451+4446.9% | $6,935+6097.1% |