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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 | $298,603 | $215,361+38.7% | $171,082+74.5% | $273,972+9.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -6.51% | 25.14%-31.6pp | 32.56%-39.1pp | 41.46%-48.0pp |
| Employer contribution / active EE | $18,298 | $4,967+268.4% | $4,002+357.2% | $4,869+275.8% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $21,599 | $10,846+99.1% | $8,520+153.5% | $10,133+113.2% |