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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 | $684,897 | $56,640+1109.2% | $78,002+778.1% | $55,167+1141.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 4.29% | 2868.48%-2864.2pp | 425.99%-421.7pp | 169.23%-164.9pp |
| Employer contribution / active EE | $22,963 | $1,724+1232.3% | $2,470+829.6% | $1,963+1070.1% |
| Participant deferral / active EE | $0 | $2,778-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $58,687 | $467+12480.1% | $5,481+970.8% | $504+11546.6% |