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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 | $566,365 | $124,425+355.2% | $112,040+405.5% | $137,256+312.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 1.97% | 24.72%-22.7pp | 24.52%-22.5pp | 220.34%-218.4pp |
| Employer contribution / active EE | $11,603 | $3,411+240.1% | $2,954+292.8% | $4,156+179.2% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,579 | $15,207-56.7% | $12,098-45.6% | $12,270-46.4% |