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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 | $86,949+1829.8% | $102,460+1537.7% | $80,959+1972.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 3.52% | 18.89%-15.4pp | 29.47%-26.0pp | 35.67%-32.2pp |
| Employer contribution / active EE | $36,859 | $2,370+1455.4% | $3,025+1118.4% | $2,757+1236.9% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $429,748 | $8,048+5240.1% | $9,460+4442.8% | $6,925+6105.4% |