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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 | $270,270 | $153,769+75.8% | $133,975+101.7% | $273,972-1.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -2.80% | 36.51%-39.3pp | 29.29%-32.1pp | 41.46%-44.3pp |
| Employer contribution / active EE | $1,343 | $6,029-77.7% | $5,211-74.2% | $4,869-72.4% |
| Participant deferral / active EE | $8,200 | $6,958+17.8% | $6,282+30.5% | $5,287+55.1% |
| Admin fee / account holder | $26,850 | $11,765+128.2% | $9,324+188.0% | $10,133+165.0% |