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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 | $282,363+265.7% | $181,922+467.7% | $282,363+265.7% |
| Participation rate | 100.0% | 81.3%+18.7pp | 91.6%+8.4pp | 81.3%+18.7pp |
| Annual return | 1.92% | 12.99%-11.1pp | 11.09%-9.2pp | 12.99%-11.1pp |
| Employer contribution / active EE | $36,445 | $11,682+212.0% | $8,201+344.4% | $11,682+212.0% |
| Participant deferral / active EE | $0 | $6,051-100.0% | $453-100.0% | $6,051-100.0% |
| Admin fee / account holder | $863,613 | $27,645+3024.0% | $144,726+496.7% | $27,645+3024.0% |