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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 | $334,493 | $153,769+117.5% | $133,975+149.7% | $273,972+22.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -1.38% | 36.51%-37.9pp | 29.29%-30.7pp | 41.46%-42.8pp |
| Employer contribution / active EE | $13,889 | $6,029+130.4% | $5,211+166.5% | $4,869+185.3% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,151 | $11,765-56.2% | $9,324-44.8% | $10,133-49.2% |