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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 | $294,860 | $181,896+62.1% | $156,551+88.3% | $273,972+7.6% |
| Participation rate | 86.7% | 88.4%-1.7pp | 84.0%+2.7pp | 83.0%+3.7pp |
| Annual return | -2.27% | 30.74%-33.0pp | 32.23%-34.5pp | 41.46%-43.7pp |
| Employer contribution / active EE | $2,064 | $6,248-67.0% | $5,501-62.5% | $4,869-57.6% |
| Participant deferral / active EE | $3,354 | $5,550-39.6% | $4,871-31.1% | $5,287-36.6% |
| Admin fee / account holder | $8,784 | $15,560-43.5% | $13,028-32.6% | $10,133-13.3% |