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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 | $380,518 | $181,896+109.2% | $156,551+143.1% | $273,972+38.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.71% | 30.74%-31.5pp | 32.23%-32.9pp | 41.46%-42.2pp |
| Employer contribution / active EE | $26,872 | $6,248+330.1% | $5,501+388.5% | $4,869+451.9% |
| Participant deferral / active EE | $11,090 | $5,550+99.8% | $4,871+127.7% | $5,287+109.7% |
| Admin fee / account holder | $875 | $15,560-94.4% | $13,028-93.3% | $10,133-91.4% |