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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 | $265,752 | $176,786+50.3% | $146,643+81.2% | $167,536+58.6% |
| Participation rate | 92.9% | 83.6%+9.2pp | 80.1%+12.8pp | 82.1%+10.7pp |
| Annual return | -0.90% | 24.04%-24.9pp | 22.75%-23.6pp | 478.82%-479.7pp |
| Employer contribution / active EE | $4,882 | $5,161-5.4% | $4,137+18.0% | $4,839+0.9% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,979 | $13,262-85.1% | $10,280-80.7% | $12,315-83.9% |