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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 | $277,527 | $183,516+51.2% | $155,534+78.4% | $145,884+90.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.06% | 61.43%-56.4pp | 64.92%-59.9pp | 551.85%-546.8pp |
| Employer contribution / active EE | $86,215 | $5,315+1522.2% | $4,675+1744.3% | $4,662+1749.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,004,812 | $19,293+10291.2% | $15,900+12509.1% | $13,392+14870.4% |