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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 | $1,032,735 | $263,825+291.4% | $181,922+467.7% | $263,825+291.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 91.6%+8.4pp | 78.8%+21.2pp |
| Annual return | 1.92% | 13.08%-11.2pp | 11.09%-9.2pp | 13.08%-11.2pp |
| Employer contribution / active EE | $36,445 | $11,436+218.7% | $8,201+344.4% | $11,436+218.7% |
| Participant deferral / active EE | $0 | $5,893-100.0% | $453-100.0% | $5,893-100.0% |
| Admin fee / account holder | $863,613 | $32,179+2583.8% | $144,726+496.7% | $32,179+2583.8% |