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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 | $291,676 | $181,896+60.4% | $156,551+86.3% | $273,972+6.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.98% | 30.74%-31.7pp | 32.23%-33.2pp | 41.46%-42.4pp |
| Employer contribution / active EE | $11,337 | $6,248+81.4% | $5,501+106.1% | $4,869+132.8% |
| Participant deferral / active EE | $6,455 | $5,550+16.3% | $4,871+32.5% | $5,287+22.1% |
| Admin fee / account holder | $2,316 | $15,560-85.1% | $13,028-82.2% | $10,133-77.1% |