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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 | $721,526 | $57,073+1164.2% | $85,126+747.6% | $80,925+791.6% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 7.57% | 21.69%-14.1pp | 66.63%-59.1pp | 35.65%-28.1pp |
| Employer contribution / active EE | $8,543 | $1,801+374.4% | $2,731+212.8% | $2,756+210.0% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $18,164 | $4,988+264.2% | $6,160+194.9% | $6,940+161.7% |