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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 | $345,287 | $162,967+111.9% | $135,792+154.3% | $138,895+148.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | -8.27% | 30.08%-38.3pp | 25.96%-34.2pp | 145.39%-153.7pp |
| Employer contribution / active EE | $10,098 | $4,211+139.8% | $3,496+188.9% | $4,194+140.7% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,281 | $15,306-85.1% | $12,266-81.4% | $12,562-81.8% |