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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 | $268,334 | $140,592+90.9% | $123,105+118.0% | $125,389+114.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -4.87% | 16.80%-21.7pp | 13.22%-18.1pp | 282.24%-287.1pp |
| Employer contribution / active EE | $8,325 | $6,041+37.8% | $5,151+61.6% | $4,866+71.1% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,279 | $11,198-61.8% | $9,014-52.5% | $9,541-55.2% |