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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 | $907,564 | $554,306+63.7% | $239,375+279.1% | $554,306+63.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 99.7%+0.3pp | 84.6%+15.4pp |
| Annual return | -0.24% | 10.47%-10.7pp | -11.52%+11.3pp | 10.47%-10.7pp |
| Employer contribution / active EE | $33,119 | $25,289+31.0% | $33,162-0.1% | $25,289+31.0% |
| Participant deferral / active EE | $0 | $3,690-100.0% | $0 | $3,690-100.0% |
| Admin fee / account holder | $1,249,146 | $49,540+2421.5% | $313,440+298.5% | $49,540+2421.5% |