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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 | $887,521 | $110,240+705.1% | $96,544+819.3% | $139,487+536.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 2.85% | 26.41%-23.6pp | 25.88%-23.0pp | 373.84%-371.0pp |
| Employer contribution / active EE | $30,000 | $3,622+728.2% | $2,966+911.3% | $4,755+531.0% |
| Participant deferral / active EE | $43,500 | $5,549+683.9% | $4,851+796.6% | $6,713+548.0% |
| Admin fee / account holder | $359 | $11,602-96.9% | $8,254-95.7% | $11,407-96.9% |