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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 | $311,432 | $127,387+144.5% | $115,038+170.7% | $125,389+148.4% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -4.88% | 31.28%-36.2pp | 26.14%-31.0pp | 282.24%-287.1pp |
| Employer contribution / active EE | $18,416 | $5,166+256.5% | $4,608+299.7% | $4,866+278.5% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $9,312 | $9,516-2.1% | $8,175+13.9% | $9,541-2.4% |