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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 | $508,037 | $181,896+179.3% | $156,551+224.5% | $273,972+85.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.77% | 30.74%-30.0pp | 32.23%-31.5pp | 41.46%-40.7pp |
| Employer contribution / active EE | $25,345 | $6,248+305.6% | $5,501+360.7% | $4,869+420.6% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $15,632 | $15,560+0.5% | $13,028+20.0% | $10,133+54.3% |