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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 | $1,150,757 | $114,712+903.2% | $173,730+562.4% | $87,485+1215.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 10.12% | 20.18%-10.1pp | 19.96%-9.8pp | 26.06%-15.9pp |
| Employer contribution / active EE | $20,007 | $2,904+588.9% | $4,577+337.1% | $2,596+670.6% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $96,519 | $10,210+845.4% | $17,523+450.8% | $7,775+1141.4% |