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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 | $977,527 | $105,623+825.5% | $87,502+1017.2% | $273,972+256.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 0.03% | 12.26%-12.2pp | 12.21%-12.2pp | 41.46%-41.4pp |
| Employer contribution / active EE | $24,625 | $3,141+684.1% | $2,550+865.8% | $4,869+405.8% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $65,014 | $4,781+1259.9% | $4,221+1440.4% | $10,133+541.6% |