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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 | $845,269 | $210,510+301.5% | $153,500+450.7% | $145,877+479.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.72% | 13.45%-12.7pp | 15.70%-15.0pp | 551.28%-550.6pp |
| Employer contribution / active EE | $17,063 | $6,052+181.9% | $5,039+238.6% | $4,663+265.9% |
| Participant deferral / active EE | $0 | $7,974-100.0% | $6,756-100.0% | $6,691-100.0% |
| Admin fee / account holder | $30,130 | $19,455+54.9% | $12,736+136.6% | $13,402+124.8% |