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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 | $1,943,622 | $95,453+1936.2% | $112,040+1634.8% | $82,448+2257.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 8.83% | 23.92%-15.1pp | 24.52%-15.7pp | 41.64%-32.8pp |
| Employer contribution / active EE | $5,053 | $2,318+118.0% | $2,954+71.1% | $2,551+98.1% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $120,438 | $9,013+1236.2% | $12,098+895.5% | $7,234+1564.8% |