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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 | $672,286 | $192,829+248.6% | $142,516+371.7% | $139,466+382.0% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 3.18% | 17.99%-14.8pp | 19.99%-16.8pp | 373.66%-370.5pp |
| Employer contribution / active EE | $35,498 | $5,808+511.1% | $4,849+632.1% | $4,754+646.7% |
| Participant deferral / active EE | $0 | $7,200-100.0% | $6,280-100.0% | $6,712-100.0% |
| Admin fee / account holder | $9,617 | $15,120-36.4% | $10,008-3.9% | $11,409-15.7% |