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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 | $307,084 | $127,387+141.1% | $115,038+166.9% | $125,389+144.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.45% | 31.28%-34.7pp | 26.14%-29.6pp | 282.24%-285.7pp |
| Employer contribution / active EE | $23,002 | $5,166+345.3% | $4,608+399.2% | $4,866+372.7% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $772 | $9,516-91.9% | $8,175-90.6% | $9,541-91.9% |