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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 | $852,172 | $192,737+342.1% | $142,460+498.2% | $139,456+511.1% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 6.47% | 17.99%-11.5pp | 19.99%-13.5pp | 373.45%-367.0pp |
| Employer contribution / active EE | $18,044 | $5,806+210.8% | $4,847+272.2% | $4,753+279.7% |
| Participant deferral / active EE | $0 | $7,208-100.0% | $6,283-100.0% | $6,711-100.0% |
| Admin fee / account holder | $28,168 | $15,125+86.2% | $10,011+181.4% | $11,407+146.9% |