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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 | $394,020 | $215,361+83.0% | $171,082+130.3% | $273,972+43.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -0.86% | 25.14%-26.0pp | 32.56%-33.4pp | 41.46%-42.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $12,867 | $5,543+132.1% | $4,797+168.2% | $5,287+143.4% |
| Admin fee / account holder | $858 | $10,846-92.1% | $8,520-89.9% | $10,133-91.5% |