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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 | $729,222 | $227,597+220.4% | $189,575+284.7% | $167,536+335.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 0.45% | 78.44%-78.0pp | 64.19%-63.7pp | 478.82%-478.4pp |
| Employer contribution / active EE | $7,797 | $5,316+46.7% | $4,412+76.7% | $4,839+61.1% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $18,278 | $11,877+53.9% | $9,806+86.4% | $12,315+48.4% |