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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 | $425,557 | $132,310+221.6% | $105,754+302.4% | $273,972+55.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | -0.56% | 10.08%-10.6pp | 12.25%-12.8pp | 41.46%-42.0pp |
| Employer contribution / active EE | $6,670 | $4,867+37.1% | $4,079+63.5% | $4,869+37.0% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $344 | $12,036-97.1% | $8,309-95.9% | $10,133-96.6% |