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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 | $57,061+1164.5% | $85,063+748.2% | $80,911+791.8% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 7.57% | 21.66%-14.1pp | 66.54%-59.0pp | 35.63%-28.1pp |
| Employer contribution / active EE | $8,543 | $1,799+374.9% | $2,727+213.3% | $2,756+210.0% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,523-100.0% | $4,297-100.0% |
| Admin fee / account holder | $18,164 | $4,986+264.3% | $6,155+195.1% | $6,935+161.9% |