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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 | $300,516 | $131,835+127.9% | $108,582+176.8% | $273,972+9.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 0.13% | -91.57%+91.7pp | -51.70%+51.8pp | 41.46%-41.3pp |
| Employer contribution / active EE | $5,882 | $4,913+19.7% | $3,758+56.5% | $4,869+20.8% |
| Participant deferral / active EE | $10,404 | $5,127+102.9% | $4,311+141.3% | $5,287+96.8% |
| Admin fee / account holder | $2,809 | $10,253-72.6% | $7,645-63.3% | $10,133-72.3% |