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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 | $285,620 | $254,759+12.1% | $216,567+31.9% | $198,609+43.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | -14.44% | 10.04%-24.5pp | 12.94%-27.4pp | 202.70%-217.1pp |
| Employer contribution / active EE | $1,833 | $6,096-69.9% | $5,216-64.9% | $5,055-63.8% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $841 | $26,311-96.8% | $21,981-96.2% | $19,030-95.6% |