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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 | $945,674 | $76,552+1135.3% | $123,893+663.3% | $62,891+1403.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -1.49% | 18.68%-20.2pp | 47.52%-49.0pp | 20.14%-21.6pp |
| Employer contribution / active EE | $42,564 | $2,883+1376.6% | $4,617+822.0% | $2,281+1766.1% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $80,713 | $4,826+1572.6% | $8,357+865.8% | $4,296+1779.0% |