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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 | $266,590 | $181,896+46.6% | $156,551+70.3% | $273,972-2.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -1.15% | 30.74%-31.9pp | 32.23%-33.4pp | 41.46%-42.6pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $12,084 | $5,550+117.7% | $4,871+148.1% | $5,287+128.6% |
| Admin fee / account holder | $3,321 | $15,560-78.7% | $13,028-74.5% | $10,133-67.2% |