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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 | $605,451 | $180,028+236.3% | $138,135+338.3% | $158,966+280.9% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 1.45% | 21.68%-20.2pp | 20.51%-19.1pp | 302.95%-301.5pp |
| Employer contribution / active EE | $13,936 | $7,470+86.6% | $5,587+149.5% | $4,762+192.6% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,983-100.0% |
| Admin fee / account holder | $545,655 | $17,912+2946.3% | $11,856+4502.3% | $11,250+4750.3% |