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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 | $296,690 | $99,341+198.7% | $84,750+250.1% | $273,965+8.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -5.87% | 22.93%-28.8pp | 22.78%-28.7pp | 41.45%-47.3pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,215 | $4,269+69.0% | $3,712+94.4% | $5,287+36.5% |
| Admin fee / account holder | $340 | $6,644-94.9% | $5,332-93.6% | $10,132-96.6% |