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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 | $2,519,710 | $213,785+1078.6% | $185,441+1258.8% | $155,188+1523.6% |
| Participation rate | 80.0% | 83.2%-3.2pp | 80.3%-0.3pp | 80.8%-0.8pp |
| Annual return | 1.57% | 19.97%-18.4pp | 20.16%-18.6pp | 148.84%-147.3pp |
| Employer contribution / active EE | $23,540 | $5,393+336.5% | $4,672+403.8% | $4,248+454.2% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $87,931 | $21,134+316.1% | $17,890+391.5% | $14,480+507.3% |